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DFSVX vs NWHHX
DFSVX vs NWHHX Comparison
Open Charts DFSVX vs NWHHX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Nationwide Bailard Cogntv Val Instl Svc
Price$17.16
Change-$0.22 (-1.27%)
VolumeN/A
CapitalizationN/A
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DFSVX vs NWHHX Comparison Chart
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DFSVX vs. NWHHX commentary
Sep 21, 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 StrongBuy and NWHHX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. NWHHX (110M). NWHHX pays higher dividends than DFSVX: NWHHX (1.57) vs DFSVX (1.44). DFSVX was incepted earlier than NWHHX: DFSVX (32 years) vs NWHHX (18 years). NWHHX is a more actively managed with annual turnover of: 257.75 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than NWHHX: DFSVX (0) vs NWHHX (50000). NWHHX annual gain was more profitable for investors over the last year : 27.19 vs. DFSVX (22.84). NWHHX return over 5 years is better than : 62.58 vs. DFSVX (55.21).
| DFSVX | NWHHX | DFSVX / NWHHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 8.788 | 10.238 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 110M | 15,182% |
| Annual Yield % from dividends | 1.44 | 1.57 | 92% |
| Returns for 1 year | 22.84 | 27.19 | 84% |
| Returns for 3 years | 17.09 | 13.83 | 124% |
| Returns for 5 years | 55.21 | 62.58 | 88% |
| Returns for 10 years | 44.49 | 39.79 | 112% |
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