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NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$14.86
Change+$0.25 (+1.71%)
VolumeN/A
Net Assets99.53M
Invesco Small Cap Value A
Price$23.54
Change+$0.51 (+2.21%)
VolumeN/A
Net Assets6.64B
NWHDX vs VSCAX Comparison Chart in %
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NWHDX vs. VSCAX commentary
Jun 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 NWHDX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.64B vs. NWHDX (99.5M). NWHDX pays higher dividends than VSCAX: NWHDX (1.58) vs VSCAX (0.37). 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 (40.00). 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 : 2.06 vs. NWHDX (-3.44). VSCAX return over 5 years is better than : 130.61 vs. NWHDX (72.33).
| 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 | -3.818 | -2.042 | 187% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.5M | 6.64B | 1% |
| Annual Yield % from dividends | 1.58 | 0.37 | 432% |
| Returns for 1 year | -3.44 | 2.06 | -167% |
| Returns for 3 years | 9.43 | 33.95 | 28% |
| Returns for 5 years | 72.33 | 130.61 | 55% |
| Returns for 10 years | 28.25 | 13.79 | 205% |
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