Ad is loading...
DFSVX vs NWHGX
DFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGX
DFA US Small Cap Value I
Price$51.67
Change-$0.13 (-0.25%)
VolumeN/A
CapitalizationN/A
Nationwide Bailard Cogntv Val R6
Price$18.38
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
DFSVX vs NWHGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NWHGX commentary
Dec 11, 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 Sell and NWHGX is a Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. NWHGX (117M). 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). NWHGX annual gain was more profitable for investors over the last year : 26.50 vs. DFSVX (21.95). NWHGX return over 5 years is better than : 64.52 vs. DFSVX (54.87).
| 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 | 16.296 | 18.532 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 117M | 14,957% |
| Annual Yield % from dividends | 1.44 | 1.57 | 92% |
| Returns for 1 year | 21.95 | 26.50 | 83% |
| Returns for 3 years | 14.06 | 12.92 | 109% |
| Returns for 5 years | 54.87 | 64.52 | 85% |
| Returns for 10 years | 55.84 | 50.43 | 111% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers