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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$35.11
Change+$0.45 (+1.30%)
VolumeN/A
Net Assets115.48M
Vanguard Small Cap Index I
Price$120.76
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
NWQFX vs VSCIX Comparison Chart
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NWQFX vs. VSCIX commentary
Jan 31, 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. NWQFX (115M). VSCIX pays higher dividends than NWQFX: VSCIX (1.43) vs NWQFX (0.58). NWQFX was incepted earlier than VSCIX: NWQFX (9 years) vs VSCIX (28 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 : 20.34 vs. NWQFX (17.55). VSCIX return over 5 years is better than : 55.99 vs. NWQFX (46.27).
| NWQFX | VSCIX | NWQFX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 5.151 | 3.639 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 155B | 0% |
| Annual Yield % from dividends | 0.58 | 1.43 | 41% |
| Returns for 1 year | 17.55 | 20.34 | 86% |
| Returns for 3 years | 24.57 | 20.91 | 118% |
| Returns for 5 years | 46.27 | 55.99 | 83% |
| Returns for 10 years | N/A | 124.92 | - |
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