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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Nuveen Small/Mid Cap Value R6
Price$36.03
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets97.01M
NAESX vs NWQFX Comparison Chart in %
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NAESX vs. NWQFX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAESX is a Hold and NWQFX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NWQFX (97M). NWQFX pays higher dividends than NAESX: NWQFX (1.38) vs NAESX (1.22). NAESX was incepted earlier than NWQFX: NAESX (65 years) vs NWQFX (9 years). NWQFX (0.97) is less costly to investors than NAESX (0.17). NWQFX is a more actively managed with annual turnover of: 64.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NWQFX: NAESX (3000) vs NWQFX (1000000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. NWQFX (-5.04). NWQFX return over 5 years is better than : 50.45 vs. NAESX (39.31).
| NAESX | NWQFX | NAESX / NWQFX | |
| Total Expense Ratio | 0.17 | 0.86 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 0.97 | 18% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 2.409 | 7.547 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 97M | 167,010% |
| Annual Yield % from dividends | 1.22 | 1.38 | 89% |
| Returns for 1 year | -0.86 | -5.04 | 17% |
| Returns for 3 years | 29.99 | 27.94 | 107% |
| Returns for 5 years | 39.31 | 50.45 | 78% |
| Returns for 10 years | 122.07 | N/A | - |
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