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DFSVX vs NWHGX ᐉ Comparison: Which is Better to Invest?
DFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGX
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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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).
| DFSVX | NWHGX | DFSVX / NWHGX | |
| Total Expense Ratio | 0.30 | 0.97 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.97 | 31% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 5.801 | 1.894 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 90.8M | 15,308% |
| Annual Yield % from dividends | 1.71 | 1.32 | 129% |
| Returns for 1 year | -3.09 | -3.40 | 91% |
| Returns for 3 years | 28.63 | 19.01 | 151% |
| Returns for 5 years | 16.75 | 17.79 | 94% |
| Returns for 10 years | 18.07 | -5.30 | -341% |
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