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DFSVX vs NWHGX
DFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGX
DFA US Small Cap Value I
Price$48.77
Change+$0.44 (+0.91%)
VolumeN/A
CapitalizationN/A
Nationwide Bailard Cogntv Val R6
Price$15.44
Change+$0.15 (+0.98%)
VolumeN/A
CapitalizationN/A
DFSVX vs NWHGX Comparison Chart
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DFSVX vs. NWHGX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.4B vs. NWHGX (104M). 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). DFSVX annual gain was more profitable for investors over the last year : 9.80 vs. NWHGX (0.43). DFSVX return over 5 years is better than : 48.02 vs. NWHGX (38.85).
| 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 | 10.165 | 0.737 | 1,379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 104M | 15,769% |
| Annual Yield % from dividends | 1.44 | 1.57 | 92% |
| Returns for 1 year | 9.80 | 0.43 | 2,278% |
| Returns for 3 years | 17.58 | 0.06 | 31,584% |
| Returns for 5 years | 48.02 | 38.85 | 124% |
| Returns for 10 years | 45.74 | 37.86 | 121% |
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