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NWQFX vs VSMAX
NWQFX vs VSMAX Comparison
Open Charts NWQFX vs VSMAX
Nuveen Small/Mid Cap Value R6
Price$31.55
Change-$0.73 (-2.26%)
VolumeN/A
Net Assets85.93M
Vanguard Small Cap Index Admiral Shares
Price$106.70
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
NWQFX vs VSMAX Comparison Chart
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NWQFX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. NWQFX (85.9M). NWQFX pays higher dividends than VSMAX: NWQFX (1.51) vs VSMAX (1.32). NWQFX was incepted earlier than VSMAX: NWQFX (9 years) vs VSMAX (24 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 (12.00). 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 : 2.82 vs. NWQFX (0.90). VSMAX return over 5 years is better than : 81.65 vs. NWQFX (73.30).
| 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 | 24 years | - |
| Gain YTD | -3.324 | -4.932 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 153B | 0% |
| Annual Yield % from dividends | 1.51 | 1.32 | 114% |
| Returns for 1 year | 0.90 | 2.82 | 32% |
| Returns for 3 years | 13.98 | 14.37 | 97% |
| Returns for 5 years | 73.30 | 81.65 | 90% |
| Returns for 10 years | N/A | 98.11 | - |
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