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DFSVX vs NWHGX
DFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGX
DFA US Small Cap Value I
Price$49.34
Change+$1.53 (+3.20%)
VolumeN/A
Net Assets15.88B
Nationwide Bailard Cogntv Val R6
Price$16.13
Change+$0.44 (+2.80%)
VolumeN/A
Net Assets108.76M
DFSVX vs NWHGX Comparison Chart in %
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DFSVX vs. NWHGX commentary
Nov 23, 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: 15.9B vs. NWHGX (109M). DFSVX pays higher dividends than NWHGX: DFSVX (1.69) vs NWHGX (1.11). DFSVX was incepted earlier than NWHGX: DFSVX (33 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 : -2.87 vs. NWHGX (-10.88). DFSVX return over 5 years is better than : 64.42 vs. NWHGX (46.86).
| DFSVX | NWHGX | DFSVX / NWHGX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | 3.102 | 5.425 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 109M | 14,587% |
| Annual Yield % from dividends | 1.69 | 1.11 | 152% |
| Returns for 1 year | -2.87 | -10.88 | 26% |
| Returns for 3 years | 17.97 | 12.38 | 145% |
| Returns for 5 years | 64.42 | 46.86 | 137% |
| Returns for 10 years | 54.47 | 44.02 | 124% |
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