DFSVX
Price
$51.17
Change
+$0.26 (+0.51%)
Updated
Nov 26 closing price
Net Assets
16.36B
NWHHX
Price
$16.77
Change
+$0.07 (+0.42%)
Updated
Nov 26 closing price
Net Assets
112.24M
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DFSVX vs NWHHX

Header iconDFSVX vs NWHHX Comparison
Open Charts DFSVX vs NWHHXBanner chart's image
DFA US Small Cap Value I
Price$51.17
Change+$0.26 (+0.51%)
VolumeN/A
Net Assets16.36B
Nationwide Bailard Cogntv Val Instl Svc
Price$16.77
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets112.24M
DFSVX vs NWHHX Comparison Chart in %
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DFSVX vs. NWHHX commentary
Nov 27, 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 NWHHX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.4B vs. NWHHX (112M). DFSVX pays higher dividends than NWHHX: DFSVX (1.69) vs NWHHX (1.11). DFSVX was incepted earlier than NWHHX: DFSVX (33 years) vs NWHHX (20 years). NWHHX (1.18) is less costly to investors than DFSVX (0.31). NWHHX is a more actively managed with annual turnover of: 278.84 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NWHHX: DFSVX (0) vs NWHHX (50000). DFSVX annual gain was more profitable for investors over the last year : -1.50 vs. NWHHX (-9.94). DFSVX return over 5 years is better than : 63.59 vs. NWHHX (45.00).
DFSVXNWHHXDFSVX / NWHHX
Total Expense Ratio0.311.1826%
Annual Report Gross Expense Ratio0.311.1826%
Fund Existence33 years20 years-
Gain YTD6.9268.72479%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.4B112M14,643%
Annual Yield % from dividends1.691.11152%
Returns for 1 year-1.50-9.9415%
Returns for 3 years22.0115.79139%
Returns for 5 years63.5945.00141%
Returns for 10 years58.9445.58129%
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