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ASVRX vs NWHFX
ASVRX vs NWHFX Comparison
Open Charts ASVRX vs NWHFX
American Century Small Cap Value R
Price$9.13
Change-$0.05 (-0.54%)
VolumeN/A
Net Assets4.56B
Nationwide Bailard Cogntv Val M
Price$14.17
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets98.13M
ASVRX vs NWHFX Comparison Chart
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ASVRX vs. NWHFX commentary
May 23, 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 ASVRX is a Buy and NWHFX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.56B vs. NWHFX (98.1M). NWHFX pays higher dividends than ASVRX: NWHFX (1.98) vs ASVRX (0.54). ASVRX was incepted earlier than NWHFX: ASVRX (15 years) vs NWHFX (24 years). ASVRX (1.59) is less costly to investors than NWHFX (0.93). NWHFX is a more actively managed with annual turnover of: 278.84 vs. ASVRX (46.00). ASVRX has a lower initial minimum investment than NWHFX: ASVRX (2500) vs NWHFX (5000). NWHFX (-8.52) and ASVRX (-8.59) have marching annual gain over last year. NWHFX return over 5 years is better than : 75.10 vs. ASVRX (70.42).
| ASVRX | NWHFX | ASVRX / NWHFX | |
| Total Expense Ratio | 1.59 | 0.93 | 171% |
| Annual Report Gross Expense Ratio | 1.59 | 0.93 | 171% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | -6.706 | -4.961 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 98.1M | 4,650% |
| Annual Yield % from dividends | 0.54 | 1.98 | 28% |
| Returns for 1 year | -8.59 | -8.52 | 101% |
| Returns for 3 years | 3.27 | 6.28 | 52% |
| Returns for 5 years | 70.42 | 75.10 | 94% |
| Returns for 10 years | 5.78 | 26.35 | 22% |
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