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NWQFX vs VSCPX
NWQFX vs VSCPX Comparison
Open Charts NWQFX vs VSCPX
Nuveen Small/Mid Cap Value R6
Price$36.03
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets97.01M
Vanguard Small Cap Index InstlPlus
Price$339.75
Change+$0.05 (+0.01%)
VolumeN/A
Net Assets161.58B
NWQFX vs VSCPX Comparison Chart in %
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NWQFX vs. VSCPX commentary
Nov 20, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. NWQFX (97M). NWQFX (1.38) and VSCPX (1.36) have matching dividends . NWQFX was incepted earlier than VSCPX: NWQFX (9 years) vs VSCPX (15 years). NWQFX (0.97) is less costly to investors than VSCPX (0.03). NWQFX is a more actively managed with annual turnover of: 64.00 vs. VSCPX (13.00). NWQFX has a lower initial minimum investment than VSCPX: NWQFX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -0.83 vs. NWQFX (-5.04). NWQFX return over 5 years is better than : 50.45 vs. VSCPX (39.50).
| NWQFX | VSCPX | NWQFX / VSCPX | |
| Total Expense Ratio | 0.86 | 0.03 | 2,867% |
| Annual Report Gross Expense Ratio | 0.97 | 0.03 | 3,233% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 7.547 | 2.452 | 308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97M | 162B | 0% |
| Annual Yield % from dividends | 1.38 | 1.36 | 101% |
| Returns for 1 year | -5.04 | -0.83 | 610% |
| Returns for 3 years | 27.94 | 30.12 | 93% |
| Returns for 5 years | 50.45 | 39.50 | 128% |
| Returns for 10 years | N/A | 122.82 | - |
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