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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$34.74
Change-$0.60 (-1.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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NWQFX vs VSCIX Comparison Chart
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NWQFX vs. VSCIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. NWQFX (102M). 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 (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. NWQFX annual gain was more profitable for investors over the last year : 23.45 vs. VSCIX (14.28). NWQFX return over 5 years is better than : 53.09 vs. VSCIX (49.00).
| 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 | 15.039 | 5.988 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 149B | 0% |
| Annual Yield % from dividends | 0.58 | 1.43 | 41% |
| Returns for 1 year | 23.45 | 14.28 | 164% |
| Returns for 3 years | 8.61 | -0.35 | -2,494% |
| Returns for 5 years | 53.09 | 49.00 | 108% |
| Returns for 10 years | N/A | 103.56 | - |
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