Ad is loading...
DFSVX vs NWHGX
DFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Nationwide Bailard Cogntv Val R6
Price$14.08
Change+$0.21 (+1.51%)
VolumeN/A
Net Assets93.54M
DFSVX vs NWHGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NWHGX commentary
May 09, 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 Buy and NWHGX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. NWHGX (93.5M). NWHGX pays higher dividends than DFSVX: NWHGX (1.98) vs DFSVX (1.75). DFSVX was incepted earlier than NWHGX: DFSVX (32 years) vs NWHGX (12 years). NWHGX (0.93) is less costly to investors than DFSVX (0.31). NWHGX is a more actively managed with annual turnover of: 278.84 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NWHGX: DFSVX (0) vs NWHGX (1000000). DFSVX annual gain was more profitable for investors over the last year : -5.35 vs. NWHGX (-11.17). DFSVX return over 5 years is better than : 87.98 vs. NWHGX (70.19).
| DFSVX | NWHGX | DFSVX / NWHGX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | -11.305 | -9.477 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 93.5M | 15,187% |
| Annual Yield % from dividends | 1.75 | 1.98 | 88% |
| Returns for 1 year | -5.35 | -11.17 | 48% |
| Returns for 3 years | 7.50 | -2.20 | -341% |
| Returns for 5 years | 87.98 | 70.19 | 125% |
| Returns for 10 years | 25.81 | 24.89 | 104% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TOLZ | 54.27 | 0.18 | +0.34% |
| ProShares DJ Brookfield Global Infras | |||
| XDJL | 34.15 | 0.12 | +0.34% |
| Innovator US Equity Acclrtd ETF Jul | |||
| RWR | 96.66 | 0.10 | +0.10% |
| SPDR® Dow Jones® REIT ETF | |||
| FUSI | 50.38 | N/A | N/A |
| American Century Multisector Flt Inc ETF | |||
| SRVR | 31.39 | -0.38 | -1.20% |
| Pacer Benchmark Data&Infras RE SCTR ETF | |||