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Compare trend and price DFFVX vs NWHGX
DFFVX vs NWHGX Comparison
Open Charts DFFVX vs NWHGX
DFA US Targeted Value I
Price$29.97
Change+$0.20 (+0.67%)
VolumeN/A
CapitalizationN/A
Nationwide Bailard Cogntv Val R6
Price$14.79
Change+$0.10 (+0.68%)
VolumeN/A
CapitalizationN/A
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DFFVX vs NWHGX Comparison Chart
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DFFVX vs. NWHGX commentary
Dec 11, 2023
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 DFFVX is a Buy and NWHGX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.2B vs. NWHGX (94.6M). DFFVX pays higher dividends than NWHGX: DFFVX (1.48) vs NWHGX (1.22). DFFVX was incepted earlier than NWHGX: DFFVX (24 years) vs NWHGX (10 years). NWHGX (0.97) is less costly to investors than DFFVX (0.29). NWHGX is a more actively managed with annual turnover of: 283.03 vs. DFFVX (18.00). DFFVX has a lower initial minimum investment than NWHGX: DFFVX (0) vs NWHGX (1000000). DFFVX annual gain was more profitable for investors over the last year : 4.59 vs. NWHGX (2.52). DFFVX return over 5 years is better than : 39.56 vs. NWHGX (29.73).
| DFFVX | NWHGX | DFFVX / NWHGX | |
| Total Expense Ratio | 0.29 | 0.97 | 30% |
| Annual Report Gross Expense Ratio | 0.29 | 0.97 | 30% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 10.736 | 7.184 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 94.6M | 12,896% |
| Annual Yield % from dividends | 1.48 | 1.22 | 121% |
| Returns for 1 year | 4.59 | 2.52 | 182% |
| Returns for 3 years | 33.65 | 21.69 | 155% |
| Returns for 5 years | 39.56 | 29.73 | 133% |
| Returns for 10 years | 35.24 | 1.97 | 1,784% |
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