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DFSVX vs NWHGX
DFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Nationwide Bailard Cogntv Val R6
Price$15.52
Change+$0.15 (+0.98%)
VolumeN/A
Net Assets104.94M
DFSVX vs NWHGX Comparison Chart in %
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DFSVX vs. NWHGX commentary
Jul 05, 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 Buy and NWHGX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NWHGX (105M). DFSVX (1.67) and NWHGX (1.66) have matching dividends . DFSVX was incepted earlier than NWHGX: DFSVX (32 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 : 9.45 vs. NWHGX (1.27). DFSVX return over 5 years is better than : 105.30 vs. NWHGX (77.77).
| DFSVX | NWHGX | DFSVX / NWHGX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 1.067 | 1.438 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 105M | 15,333% |
| Annual Yield % from dividends | 1.67 | 1.66 | 101% |
| Returns for 1 year | 9.45 | 1.27 | 742% |
| Returns for 3 years | 32.84 | 18.29 | 180% |
| Returns for 5 years | 105.30 | 77.77 | 135% |
| Returns for 10 years | 45.10 | 38.91 | 116% |
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