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NWQFX vs VRTIX
NWQFX vs VRTIX Comparison
Open Charts NWQFX vs VRTIX
Nuveen Small/Mid Cap Value R6
Price$36.54
Change+$0.42 (+1.16%)
VolumeN/A
Net Assets97.69M
Vanguard Russell 2000 Index I
Price$381.40
Change+$3.93 (+1.04%)
VolumeN/A
Net Assets13.58B
NWQFX vs VRTIX Comparison Chart in %
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NWQFX vs. VRTIX commentary
Oct 09, 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 NWQFX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. NWQFX (97.7M). NWQFX pays higher dividends than VRTIX: NWQFX (1.40) vs VRTIX (1.20). NWQFX was incepted earlier than VRTIX: NWQFX (9 years) vs VRTIX (15 years). NWQFX (0.97) is less costly to investors than VRTIX (0.07). NWQFX is a more actively managed with annual turnover of: 81.00 vs. VRTIX (12.00). NWQFX has a lower initial minimum investment than VRTIX: NWQFX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 12.43 vs. NWQFX (-0.48). NWQFX return over 5 years is better than : 65.62 vs. VRTIX (52.75).
| NWQFX | VRTIX | NWQFX / VRTIX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.97 | 0.07 | 1,386% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 8.176 | 10.623 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 13.6B | 1% |
| Annual Yield % from dividends | 1.40 | 1.20 | 116% |
| Returns for 1 year | -0.48 | 12.43 | -4% |
| Returns for 3 years | 43.92 | 46.33 | 95% |
| Returns for 5 years | 65.62 | 52.75 | 124% |
| Returns for 10 years | N/A | 120.58 | - |
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