DFSVX
Price
$48.41
Change
-$0.04 (-0.08%)
Updated
Nov 19 closing price
Net Assets
15.71B
NWHDX
Price
$15.73
Change
-$0.03 (-0.19%)
Updated
Nov 19 closing price
Net Assets
107.38M
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DFSVX vs NWHDX

Header iconDFSVX vs NWHDX Comparison
Open Charts DFSVX vs NWHDXBanner chart's image
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
Nationwide Bailard Cogntv Val A
Price$15.73
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets107.38M
DFSVX vs NWHDX Comparison Chart in %
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DFSVX vs. NWHDX commentary
Nov 20, 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 DFSVX is a Hold and NWHDX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. NWHDX (107M). DFSVX pays higher dividends than NWHDX: DFSVX (1.69) vs NWHDX (1.05). DFSVX was incepted earlier than NWHDX: DFSVX (33 years) vs NWHDX (20 years). NWHDX (1.43) is less costly to investors than DFSVX (0.31). NWHDX is a more actively managed with annual turnover of: 278.84 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NWHDX: DFSVX (0) vs NWHDX (2000). DFSVX annual gain was more profitable for investors over the last year : -3.00 vs. NWHDX (-11.36). DFSVX return over 5 years is better than : 61.32 vs. NWHDX (42.23).
DFSVXNWHDXDFSVX / NWHDX
Total Expense Ratio0.311.4322%
Annual Report Gross Expense Ratio0.311.4322%
Fund Existence33 years20 years-
Gain YTD1.1593.55533%
Front LoadN/A6%-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.7B107M14,673%
Annual Yield % from dividends1.691.05161%
Returns for 1 year-3.00-11.3626%
Returns for 3 years17.3810.88160%
Returns for 5 years61.3242.23145%
Returns for 10 years53.4637.29143%
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