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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$32.66
Change+$0.45 (+1.40%)
VolumeN/A
Net Assets87.69M
Vanguard Small Cap Index I
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
NWQFX vs VSCIX Comparison Chart
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NWQFX vs. VSCIX commentary
Jun 07, 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: 148B vs. NWQFX (87.7M). NWQFX (1.56) and VSCIX (1.49) 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 (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 : 5.16 vs. NWQFX (-2.59). VSCIX return over 5 years is better than : 52.41 vs. NWQFX (49.08).
| 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 | -3.534 | -4.051 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.7M | 148B | 0% |
| Annual Yield % from dividends | 1.56 | 1.49 | 105% |
| Returns for 1 year | -2.59 | 5.16 | -50% |
| Returns for 3 years | 13.57 | 16.72 | 81% |
| Returns for 5 years | 49.08 | 52.41 | 94% |
| Returns for 10 years | N/A | 96.66 | - |
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