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NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$16.08
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets108.36M
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
NWHDX vs VSCAX Comparison Chart in %
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NWHDX vs. VSCAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. NWHDX (108M). NWHDX pays higher dividends than VSCAX: NWHDX (1.52) vs VSCAX (0.34). 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 : 7.51 vs. NWHDX (-2.83). VSCAX return over 5 years is better than : 112.00 vs. NWHDX (66.09).
| 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 | 5.925 | 6.976 | 85% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 7.23B | 1% |
| Annual Yield % from dividends | 1.52 | 0.34 | 447% |
| Returns for 1 year | -2.83 | 7.51 | -38% |
| Returns for 3 years | 14.96 | 38.48 | 39% |
| Returns for 5 years | 66.09 | 112.00 | 59% |
| Returns for 10 years | 49.50 | 36.23 | 137% |
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