DFSVX
Price
$41.04
Change
-$0.25 (-0.61%)
Updated
Nov 28, 6:59 PM EST
NWHGX
Price
$14.06
Change
-$0.09 (-0.64%)
Updated
Nov 28, 6:59 PM EST
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DFSVX vs NWHGX ᐉ Comparison: Which is Better to Invest?

Header iconDFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGXBanner chart's image
DFA US Small Cap Value I
Price$41.04
Change-$0.25 (-0.61%)
VolumeN/A
CapitalizationN/A
Nationwide Bailard Cogntv Val R6
Price$14.06
Change-$0.09 (-0.64%)
VolumeN/A
CapitalizationN/A
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DFSVX vs NWHGX Comparison Chart

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VS
DFSVX vs. NWHGX commentary
Nov 29, 2023

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: 13.9B vs. NWHGX (90.8M). DFSVX pays higher dividends than NWHGX: DFSVX (1.71) vs NWHGX (1.32). DFSVX was incepted earlier than NWHGX: DFSVX (31 years) vs NWHGX (10 years). NWHGX (0.97) is less costly to investors than DFSVX (0.30). NWHGX is a more actively managed with annual turnover of: 283.03 vs. DFSVX (23.00). 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 : -3.09 vs. NWHGX (-3.40). NWHGX return over 5 years is better than : 17.79 vs. DFSVX (16.75).
DFSVXNWHGXDFSVX / NWHGX
Total Expense Ratio0.300.9731%
Annual Report Gross Expense Ratio0.300.9731%
Fund Existence31 years10 years-
Gain YTD5.8011.894306%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B90.8M15,308%
Annual Yield % from dividends1.711.32129%
Returns for 1 year-3.09-3.4091%
Returns for 3 years28.6319.01151%
Returns for 5 years16.7517.7994%
Returns for 10 years18.07-5.30-341%
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