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NWQFX vs VSCPX
NWQFX vs VSCPX Comparison
Open Charts NWQFX vs VSCPX
Nuveen Small/Mid Cap Value R6
Price$31.55
Change-$0.73 (-2.26%)
VolumeN/A
Net Assets85.93M
Vanguard Small Cap Index InstlPlus
Price$307.96
Change-$8.03 (-2.54%)
VolumeN/A
Net Assets153.45B
NWQFX vs VSCPX Comparison Chart
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NWQFX vs. VSCPX commentary
Mar 11, 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: 153B vs. NWQFX (85.9M). NWQFX pays higher dividends than VSCPX: NWQFX (1.51) vs VSCPX (1.34). 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 : 2.83 vs. NWQFX (0.90). VSCPX return over 5 years is better than : 81.68 vs. NWQFX (73.30).
| 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 | -3.324 | -4.928 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 153B | 0% |
| Annual Yield % from dividends | 1.51 | 1.34 | 113% |
| Returns for 1 year | 0.90 | 2.83 | 32% |
| Returns for 3 years | 13.98 | 14.38 | 97% |
| Returns for 5 years | 73.30 | 81.68 | 90% |
| Returns for 10 years | N/A | 98.21 | - |
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