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NWQFX vs VSMAX
NWQFX vs VSMAX Comparison
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NWQFX vs VSMAX Comparison Chart in %
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VS
VS
NWQFX vs. VSMAX commentary
Aug 03, 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: 189B vs. NWQFX (130M). VSMAX pays higher dividends than NWQFX: VSMAX (1.21) vs NWQFX (0.70). 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). NWQFX annual gain was more profitable for investors over the last year : 25.04 vs. VSMAX (22.58). VSMAX return over 5 years is better than : 35.11 vs. NWQFX (32.52).
| 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 | 19.122 | 14.588 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 189B | 0% |
| Annual Yield % from dividends | 0.70 | 1.21 | 58% |
| Returns for 1 year | 25.04 | 22.58 | 111% |
| Returns for 3 years | 44.59 | 43.42 | 103% |
| Returns for 5 years | 32.52 | 35.11 | 93% |
| Returns for 10 years | 49.45 | 155.96 | 32% |
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