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NWQFX vs VSMAX
NWQFX vs VSMAX Comparison
Open Charts NWQFX vs VSMAX
Nuveen Small/Mid Cap Value R6
Price$34.29
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets94.54M
Vanguard Small Cap Index Admiral Shares
Price$116.54
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
NWQFX vs VSMAX Comparison Chart in %
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NWQFX vs. VSMAX commentary
Jul 19, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. NWQFX (94.5M). NWQFX pays higher dividends than VSMAX: NWQFX (1.51) vs VSMAX (1.40). 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 : 5.63 vs. NWQFX (-1.73). NWQFX return over 5 years is better than : 69.57 vs. VSMAX (65.17).
| 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 | 2.995 | 1.517 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.5M | 153B | 0% |
| Annual Yield % from dividends | 1.51 | 1.40 | 108% |
| Returns for 1 year | -1.73 | 5.63 | -31% |
| Returns for 3 years | 37.99 | 37.65 | 101% |
| Returns for 5 years | 69.57 | 65.17 | 107% |
| Returns for 10 years | N/A | 107.90 | - |
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