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DFSVX vs NWHFX
DFSVX vs NWHFX Comparison
Open Charts DFSVX vs NWHFX
DFA US Small Cap Value I
Price$48.45
Change+$0.30 (+0.62%)
VolumeN/A
Net Assets15.71B
Nationwide Bailard Cogntv Val M
Price$15.93
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets107.04M
DFSVX vs NWHFX Comparison Chart in %
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DFSVX vs. NWHFX 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 NWHFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. NWHFX (107M). DFSVX pays higher dividends than NWHFX: DFSVX (1.69) vs NWHFX (1.11). DFSVX was incepted earlier than NWHFX: DFSVX (33 years) vs NWHFX (24 years). NWHFX (0.93) is less costly to investors than DFSVX (0.31). NWHFX is a more actively managed with annual turnover of: 278.84 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NWHFX: DFSVX (0) vs NWHFX (5000). DFSVX annual gain was more profitable for investors over the last year : -3.14 vs. NWHFX (-10.52). DFSVX return over 5 years is better than : 60.60 vs. NWHFX (42.13).
| DFSVX | NWHFX | DFSVX / NWHFX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 1.243 | 3.982 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 107M | 14,673% |
| Annual Yield % from dividends | 1.69 | 1.11 | 152% |
| Returns for 1 year | -3.14 | -10.52 | 30% |
| Returns for 3 years | 17.48 | 11.42 | 153% |
| Returns for 5 years | 60.60 | 42.13 | 144% |
| Returns for 10 years | 53.59 | 39.26 | 137% |
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