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ASVRX vs NWHHX
ASVRX vs NWHHX Comparison
Open Charts ASVRX vs NWHHX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
Nationwide Bailard Cogntv Val Instl Svc
Price$17.30
Change-$0.80 (-4.42%)
VolumeN/A
CapitalizationN/A
ASVRX vs NWHHX Comparison Chart
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ASVRX vs. NWHHX 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 ASVRX is a Hold and NWHHX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. NWHHX (115M). NWHHX pays higher dividends than ASVRX: NWHHX (1.57) vs ASVRX (0.47). ASVRX was incepted earlier than NWHHX: ASVRX (15 years) vs NWHHX (19 years). NWHHX is a more actively managed with annual turnover of: 257.75 vs. ASVRX (44.00). ASVRX has a lower initial minimum investment than NWHHX: ASVRX (2500) vs NWHHX (50000). NWHHX annual gain was more profitable for investors over the last year : 18.17 vs. ASVRX (6.29). NWHHX return over 5 years is better than : 60.41 vs. ASVRX (33.69).
| ASVRX | NWHHX | ASVRX / NWHHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 4.327 | 16.277 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 115M | 4,513% |
| Annual Yield % from dividends | 0.47 | 1.57 | 30% |
| Returns for 1 year | 6.29 | 18.17 | 35% |
| Returns for 3 years | -3.43 | 13.74 | -25% |
| Returns for 5 years | 33.69 | 60.41 | 56% |
| Returns for 10 years | 23.23 | 61.31 | 38% |
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