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NWQFX vs VSMAX
NWQFX vs VSMAX Comparison
Open Charts NWQFX vs VSMAX
Nuveen Small/Mid Cap Value R6
Price$36.54
Change+$0.42 (+1.16%)
VolumeN/A
Net Assets97.69M
Vanguard Small Cap Index Admiral Shares
Price$123.62
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
NWQFX vs VSMAX Comparison Chart in %
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NWQFX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. NWQFX (97.7M). NWQFX (1.40) and VSMAX (1.34) have matching dividends . NWQFX was incepted earlier than VSMAX: NWQFX (9 years) vs VSMAX (25 years). NWQFX (0.97) is less costly to investors than VSMAX (0.05). NWQFX is a more actively managed with annual turnover of: 81.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than NWQFX: VSMAX (3000) vs NWQFX (1000000). VSMAX 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. VSMAX (56.70).
| NWQFX | VSMAX | NWQFX / VSMAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.97 | 0.05 | 1,940% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 8.176 | 6.626 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 162B | 0% |
| Annual Yield % from dividends | 1.40 | 1.34 | 104% |
| Returns for 1 year | -0.48 | 9.16 | -5% |
| Returns for 3 years | 43.92 | 47.18 | 93% |
| Returns for 5 years | 65.62 | 56.70 | 116% |
| Returns for 10 years | N/A | 132.09 | - |
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