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NWQFX vs VSCPX
NWQFX vs VSCPX Comparison
Open Charts NWQFX vs VSCPX
Nuveen Small/Mid Cap Value R6
Price$30.38
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets82.69M
Vanguard Small Cap Index InstlPlus
Price$297.34
Change-$0.37 (-0.12%)
VolumeN/A
Net Assets143.36B
NWQFX vs VSCPX Comparison Chart
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NWQFX vs. VSCPX commentary
Apr 28, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. NWQFX (82.7M). NWQFX (1.58) and VSCPX (1.54) have matching dividends . NWQFX was incepted earlier than VSCPX: NWQFX (9 years) vs VSCPX (14 years). NWQFX (0.97) is less costly to investors than VSCPX (0.03). NWQFX is a more actively managed with annual turnover of: 81.00 vs. VSCPX (12.00). 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 : 0.22 vs. NWQFX (-4.57). VSCPX (75.30) and NWQFX (73.17) have equivalent 5 years return.
| 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 | 14 years | - |
| Gain YTD | -9.015 | -10.454 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.7M | 143B | 0% |
| Annual Yield % from dividends | 1.58 | 1.54 | 102% |
| Returns for 1 year | -4.57 | 0.22 | -2,088% |
| Returns for 3 years | 10.23 | 10.26 | 100% |
| Returns for 5 years | 73.17 | 75.30 | 97% |
| Returns for 10 years | N/A | 82.07 | - |