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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$33.80
Change-$0.30 (-0.88%)
VolumeN/A
Net Assets92.77M
Vanguard Small Cap Index I
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
NWQFX vs VSCIX Comparison Chart in %
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NWQFX vs. VSCIX commentary
Aug 08, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. NWQFX (92.8M). NWQFX pays higher dividends than VSCIX: NWQFX (1.50) vs VSCIX (1.38). NWQFX was incepted earlier than VSCIX: NWQFX (9 years) vs VSCIX (28 years). NWQFX (0.97) is less costly to investors than VSCIX (0.04). NWQFX is a more actively managed with annual turnover of: 81.00 vs. VSCIX (13.00). NWQFX has a lower initial minimum investment than VSCIX: NWQFX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 12.38 vs. NWQFX (4.15). NWQFX return over 5 years is better than : 59.76 vs. VSCIX (54.83).
| NWQFX | VSCIX | NWQFX / VSCIX | |
| Total Expense Ratio | 0.86 | 0.04 | 2,150% |
| Annual Report Gross Expense Ratio | 0.97 | 0.04 | 2,425% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.126 | 0.370 | 575% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 154B | 0% |
| Annual Yield % from dividends | 1.50 | 1.38 | 108% |
| Returns for 1 year | 4.15 | 12.38 | 34% |
| Returns for 3 years | 25.60 | 22.83 | 112% |
| Returns for 5 years | 59.76 | 54.83 | 109% |
| Returns for 10 years | N/A | 108.15 | - |
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