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DFSVX vs NWHDX
DFSVX vs NWHDX Comparison
Open Charts DFSVX vs NWHDX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Nationwide Bailard Cogntv Val A
Price$17.00
Change-$0.22 (-1.28%)
VolumeN/A
CapitalizationN/A
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DFSVX vs NWHDX Comparison Chart
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DFSVX vs. NWHDX commentary
Sep 21, 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 DFSVX is a StrongBuy and NWHDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. NWHDX (110M). DFSVX pays higher dividends than NWHDX: DFSVX (1.44) vs NWHDX (1.36). DFSVX was incepted earlier than NWHDX: DFSVX (32 years) vs NWHDX (18 years). NWHDX is a more actively managed with annual turnover of: 257.75 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than NWHDX: DFSVX (0) vs NWHDX (2000). NWHDX annual gain was more profitable for investors over the last year : 26.83 vs. DFSVX (22.84). NWHDX return over 5 years is better than : 60.15 vs. DFSVX (55.21).
| DFSVX | NWHDX | DFSVX / NWHDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 8.788 | 10.011 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 110M | 15,182% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 22.84 | 26.83 | 85% |
| Returns for 3 years | 17.09 | 12.67 | 135% |
| Returns for 5 years | 55.21 | 60.15 | 92% |
| Returns for 10 years | 44.49 | 36.63 | 121% |
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