Interact to see
Advertisement
Advertisement
NWQFX vs VSMAX
NWQFX vs VSMAX Comparison
Open Charts NWQFX vs VSMAX
NWQFX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NWQFX vs. VSMAX commentary
Sep 12, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 185B vs. NWQFX (126M). VSMAX pays higher dividends than NWQFX: VSMAX (1.20) vs NWQFX (0.72). NWQFX was incepted earlier than VSMAX: NWQFX (10 years) vs VSMAX (26 years). NWQFX (0.94) is less costly to investors than VSMAX (0.05). NWQFX is a more actively managed with annual turnover of: 64.00 vs. VSMAX (17.00). 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 : 13.12 vs. NWQFX (11.12). VSMAX return over 5 years is better than : 32.93 vs. NWQFX (30.38).
| NWQFX | VSMAX | NWQFX / VSMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 14.620 | 13.032 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 185B | 0% |
| Annual Yield % from dividends | 0.72 | 1.20 | 60% |
| Returns for 1 year | 11.12 | 13.12 | 85% |
| Returns for 3 years | 44.20 | 49.70 | 89% |
| Returns for 5 years | 30.38 | 32.93 | 92% |
| Returns for 10 years | 45.68 | 153.33 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers