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DFSVX vs NWHGX
DFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Nationwide Bailard Cogntv Val R6
Price$17.10
Change-$0.22 (-1.27%)
VolumeN/A
CapitalizationN/A
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DFSVX vs NWHGX Comparison Chart
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DFSVX vs. NWHGX 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 Buy and NWHGX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. NWHGX (110M). NWHGX pays higher dividends than DFSVX: NWHGX (1.57) vs DFSVX (1.44). DFSVX was incepted earlier than NWHGX: DFSVX (32 years) vs NWHGX (11 years). NWHGX is a more actively managed with annual turnover of: 257.75 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than NWHGX: DFSVX (0) vs NWHGX (1000000). NWHGX annual gain was more profitable for investors over the last year : 23.88 vs. DFSVX (19.84). NWHGX return over 5 years is better than : 61.80 vs. DFSVX (53.86).
| DFSVX | NWHGX | DFSVX / NWHGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 7.846 | 9.568 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 110M | 15,182% |
| Annual Yield % from dividends | 1.44 | 1.57 | 92% |
| Returns for 1 year | 19.84 | 23.88 | 83% |
| Returns for 3 years | 13.38 | 10.38 | 129% |
| Returns for 5 years | 53.86 | 61.80 | 87% |
| Returns for 10 years | 39.64 | 37.20 | 107% |
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