Ad is loading...
NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$30.38
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets82.69M
Vanguard Small Cap Index I
Price$103.02
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
NWQFX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWQFX vs. VSCIX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. NWQFX (82.7M). NWQFX (1.58) and VSCIX (1.53) have matching dividends . 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 (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 : 0.22 vs. NWQFX (-4.57). VSCIX (75.30) and NWQFX (73.17) have equivalent 5 years return.
| 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 | -9.015 | -10.449 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.7M | 143B | 0% |
| Annual Yield % from dividends | 1.58 | 1.53 | 103% |
| Returns for 1 year | -4.57 | 0.22 | -2,067% |
| Returns for 3 years | 10.23 | 10.25 | 100% |
| Returns for 5 years | 73.17 | 75.30 | 97% |
| Returns for 10 years | N/A | 82.02 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ADCIX | 20.72 | 0.29 | +1.42% |
| American Century Disciplined Growth I | |||
| GFACX | 60.11 | 0.72 | +1.21% |
| American Funds Growth Fund of Amer C | |||
| LAMFX | 21.92 | 0.05 | +0.23% |
| Lord Abbett Dividend Growth F | |||
| JSVPX | 21.88 | -0.04 | -0.18% |
| JPMorgan Small Cap Value R3 | |||
| EKGYX | 36.83 | -0.22 | -0.59% |
| Allspring Special Global Small Cap Admin | |||