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NWQFX vs VSMAX
NWQFX vs VSMAX Comparison
Open Charts NWQFX vs VSMAX
Nuveen Small/Mid Cap Value R6
Price$35.11
Change+$0.45 (+1.30%)
VolumeN/A
Net Assets115.48M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
NWQFX vs VSMAX Comparison Chart
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NWQFX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. NWQFX (115M). VSMAX pays higher dividends than NWQFX: VSMAX (1.42) vs NWQFX (0.58). NWQFX was incepted earlier than VSMAX: NWQFX (9 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 (1000000). VSMAX annual gain was more profitable for investors over the last year : 20.35 vs. NWQFX (17.55). VSMAX return over 5 years is better than : 55.98 vs. NWQFX (46.27).
| NWQFX | VSMAX | NWQFX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 5.151 | 3.638 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 155B | 0% |
| Annual Yield % from dividends | 0.58 | 1.42 | 41% |
| Returns for 1 year | 17.55 | 20.35 | 86% |
| Returns for 3 years | 24.57 | 20.91 | 118% |
| Returns for 5 years | 46.27 | 55.98 | 83% |
| Returns for 10 years | N/A | 124.89 | - |
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