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NWQFX vs VSMAX
NWQFX vs VSMAX Comparison
Open Charts NWQFX vs VSMAX
Nuveen Small/Mid Cap Value R6
Price$37.78
Change+$0.09 (+0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$116.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
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NWQFX vs VSMAX Comparison Chart
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NWQFX vs. VSMAX commentary
Oct 18, 2024
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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 152B vs. NWQFX (111M). VSMAX pays higher dividends than NWQFX: VSMAX (1.42) vs NWQFX (0.58). NWQFX was incepted earlier than VSMAX: NWQFX (8 years) vs VSMAX (24 years). NWQFX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than NWQFX: VSMAX (3000) vs NWQFX (5000000). NWQFX annual gain was more profitable for investors over the last year : 32.49 vs. VSMAX (28.45). VSMAX return over 5 years is better than : 59.55 vs. NWQFX (56.01).
| NWQFX | VSMAX | NWQFX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 22.689 | 13.909 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 152B | 0% |
| Annual Yield % from dividends | 0.58 | 1.42 | 41% |
| Returns for 1 year | 32.49 | 28.45 | 114% |
| Returns for 3 years | 14.10 | 8.07 | 175% |
| Returns for 5 years | 56.01 | 59.55 | 94% |
| Returns for 10 years | N/A | 137.97 | - |
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