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NWQFX vs VSCPX
NWQFX vs VSCPX Comparison
Open Charts NWQFX vs VSCPX
Nuveen Small/Mid Cap Value R6
Price$36.54
Change+$0.42 (+1.16%)
VolumeN/A
Net Assets97.69M
Vanguard Small Cap Index InstlPlus
Price$356.80
Change+$3.24 (+0.92%)
VolumeN/A
Net Assets162.36B
NWQFX vs VSCPX Comparison Chart in %
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NWQFX vs. VSCPX commentary
Oct 09, 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 Buy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. NWQFX (97.7M). NWQFX (1.40) 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: 81.00 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 : 9.16 vs. NWQFX (-0.48). NWQFX return over 5 years is better than : 65.62 vs. VSCPX (56.74).
| 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 | 8.176 | 6.632 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 162B | 0% |
| Annual Yield % from dividends | 1.40 | 1.36 | 103% |
| Returns for 1 year | -0.48 | 9.16 | -5% |
| Returns for 3 years | 43.92 | 47.20 | 93% |
| Returns for 5 years | 65.62 | 56.74 | 116% |
| Returns for 10 years | N/A | 132.19 | - |
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