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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$33.72
Change-$1.32 (-3.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
NWQFX vs VSCIX Comparison Chart
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NWQFX vs. VSCIX commentary
Dec 19, 2024
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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. NWQFX (112M). VSCIX pays higher dividends than NWQFX: VSCIX (1.43) vs NWQFX (0.58). NWQFX was incepted earlier than VSCIX: NWQFX (8 years) vs VSCIX (27 years). NWQFX is a more actively managed with annual turnover of: 39.00 vs. VSCIX (12.00). 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 : 19.59 vs. NWQFX (15.66). VSCIX return over 5 years is better than : 53.99 vs. NWQFX (37.81).
| NWQFX | VSCIX | NWQFX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 14.063 | 18.051 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 167B | 0% |
| Annual Yield % from dividends | 0.58 | 1.43 | 41% |
| Returns for 1 year | 15.66 | 19.59 | 80% |
| Returns for 3 years | 22.17 | 15.81 | 140% |
| Returns for 5 years | 37.81 | 53.99 | 70% |
| Returns for 10 years | N/A | 125.06 | - |
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