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DFSVX vs NWHGX
DFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGX
DFA US Small Cap Value I
Price$50.77
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
Nationwide Bailard Cogntv Val R6
Price$16.25
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets110.42M
DFSVX vs NWHGX Comparison Chart in %
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DFSVX vs. NWHGX commentary
Sep 18, 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 NWHGX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. NWHGX (110M). NWHGX (1.55) and DFSVX (1.52) have matching dividends . 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 : 8.31 vs. NWHGX (-1.95). DFSVX return over 5 years is better than : 94.84 vs. NWHGX (73.91).
| 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 | 5.580 | 6.732 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 110M | 15,091% |
| Annual Yield % from dividends | 1.52 | 1.55 | 98% |
| Returns for 1 year | 8.31 | -1.95 | -426% |
| Returns for 3 years | 33.93 | 22.34 | 152% |
| Returns for 5 years | 94.84 | 73.91 | 128% |
| Returns for 10 years | 65.24 | 57.11 | 114% |
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