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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$34.37
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets93.28M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
NWQFX vs VSCIX Comparison Chart in %
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NWQFX vs. VSCIX commentary
Jul 04, 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: 148B vs. NWQFX (93.3M). NWQFX pays higher dividends than VSCIX: NWQFX (1.51) vs VSCIX (1.41). 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 : 11.47 vs. NWQFX (3.37). NWQFX return over 5 years is better than : 72.89 vs. VSCIX (68.35).
| 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 | 2.306 | 0.735 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 148B | 0% |
| Annual Yield % from dividends | 1.51 | 1.41 | 107% |
| Returns for 1 year | 3.37 | 11.47 | 29% |
| Returns for 3 years | 35.58 | 36.97 | 96% |
| Returns for 5 years | 72.89 | 68.35 | 107% |
| Returns for 10 years | N/A | 107.90 | - |
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