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NWQFX vs VSCPX
NWQFX vs VSCPX Comparison
Open Charts NWQFX vs VSCPX
Nuveen Small/Mid Cap Value R6
Price$35.11
Change+$0.45 (+1.30%)
VolumeN/A
Net Assets115.48M
Vanguard Small Cap Index InstlPlus
Price$348.55
Change+$4.08 (+1.18%)
VolumeN/A
Net Assets155.27B
NWQFX vs VSCPX Comparison Chart
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NWQFX vs. VSCPX commentary
Jan 31, 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: 155B vs. NWQFX (115M). VSCPX pays higher dividends than NWQFX: VSCPX (1.44) vs NWQFX (0.58). NWQFX was incepted earlier than VSCPX: NWQFX (9 years) vs VSCPX (14 years). NWQFX is a more actively managed with annual turnover of: 39.00 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 : 20.35 vs. NWQFX (17.55). VSCPX return over 5 years is better than : 56.01 vs. NWQFX (46.27).
| NWQFX | VSCPX | NWQFX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.151 | 3.641 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 155B | 0% |
| Annual Yield % from dividends | 0.58 | 1.44 | 41% |
| Returns for 1 year | 17.55 | 20.35 | 86% |
| Returns for 3 years | 24.57 | 20.92 | 117% |
| Returns for 5 years | 46.27 | 56.01 | 83% |
| Returns for 10 years | N/A | 125.00 | - |
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