Interact to see
Advertisement
Advertisement
NWQFX vs VSCPX
NWQFX vs VSCPX Comparison
Open Charts NWQFX vs VSCPX
Nuveen Small/Mid Cap Value R6
Price$32.66
Change+$0.45 (+1.40%)
VolumeN/A
Net Assets88.94M
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
NWQFX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWQFX vs. VSCPX commentary
Jun 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. NWQFX (88.9M). NWQFX (1.56) and VSCPX (1.50) 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 (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 : 6.36 vs. NWQFX (-1.23). VSCPX return over 5 years is better than : 54.15 vs. NWQFX (51.17).
| 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 | -2.186 | -2.961 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.9M | 148B | 0% |
| Annual Yield % from dividends | 1.56 | 1.50 | 104% |
| Returns for 1 year | -1.23 | 6.36 | -19% |
| Returns for 3 years | 15.16 | 18.06 | 84% |
| Returns for 5 years | 51.17 | 54.15 | 94% |
| Returns for 10 years | N/A | 98.93 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement