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NWQFX vs VSMAX
NWQFX vs VSMAX Comparison
Open Charts NWQFX vs VSMAX
Nuveen Small/Mid Cap Value R6
Price$33.72
Change-$1.32 (-3.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
NWQFX vs VSMAX Comparison Chart
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NWQFX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. NWQFX (112M). 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 (1000000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. NWQFX (15.66). VSMAX return over 5 years is better than : 53.97 vs. NWQFX (37.81).
| 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 | 14.063 | 18.049 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 167B | 0% |
| Annual Yield % from dividends | 0.58 | 1.42 | 41% |
| Returns for 1 year | 15.66 | 19.58 | 80% |
| Returns for 3 years | 22.17 | 15.80 | 140% |
| Returns for 5 years | 37.81 | 53.97 | 70% |
| Returns for 10 years | N/A | 125.00 | - |