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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$31.55
Change-$0.73 (-2.26%)
VolumeN/A
Net Assets85.93M
Vanguard Small Cap Index I
Price$106.69
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
NWQFX vs VSCIX Comparison Chart
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NWQFX vs. VSCIX commentary
Mar 11, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. NWQFX (85.9M). NWQFX pays higher dividends than VSCIX: NWQFX (1.51) vs VSCIX (1.33). 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 : 2.82 vs. NWQFX (0.90). VSCIX return over 5 years is better than : 81.66 vs. NWQFX (73.30).
| 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 | -3.324 | -4.933 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 153B | 0% |
| Annual Yield % from dividends | 1.51 | 1.33 | 113% |
| Returns for 1 year | 0.90 | 2.82 | 32% |
| Returns for 3 years | 13.98 | 14.37 | 97% |
| Returns for 5 years | 73.30 | 81.66 | 90% |
| Returns for 10 years | N/A | 98.17 | - |
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