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NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$15.08
Change-$0.11 (-0.72%)
VolumeN/A
Net Assets103.39M
Invesco Small Cap Value A
Price$24.14
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets6.95B
NWHDX vs VSCAX Comparison Chart in %
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NWHDX vs. VSCAX commentary
Jul 19, 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 NWHDX is a Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.95B vs. NWHDX (103M). NWHDX pays higher dividends than VSCAX: NWHDX (1.51) vs VSCAX (0.35). NWHDX was incepted earlier than VSCAX: NWHDX (19 years) vs VSCAX (26 years). NWHDX (1.43) is less costly to investors than VSCAX (1.12). NWHDX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (52.00). NWHDX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than NWHDX: VSCAX (1000) vs NWHDX (2000). VSCAX annual gain was more profitable for investors over the last year : 0.75 vs. NWHDX (-8.92). VSCAX return over 5 years is better than : 123.44 vs. NWHDX (68.75).
| NWHDX | VSCAX | NWHDX / VSCAX | |
| Total Expense Ratio | 1.43 | 1.12 | 128% |
| Annual Report Gross Expense Ratio | 1.43 | 1.12 | 128% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 0.000 | 2.892 | - |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 6.95B | 1% |
| Annual Yield % from dividends | 1.51 | 0.35 | 438% |
| Returns for 1 year | -8.92 | 0.75 | -1,190% |
| Returns for 3 years | 15.35 | 47.30 | 32% |
| Returns for 5 years | 68.75 | 123.44 | 56% |
| Returns for 10 years | 33.46 | 22.32 | 150% |
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