Ad is loading...
NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$13.42
Change-$0.90 (-6.28%)
VolumeN/A
Net Assets97.67M
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
NWHDX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWHDX vs. VSCAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. NWHDX (97.7M). NWHDX pays higher dividends than VSCAX: NWHDX (1.61) 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 : -1.20 vs. NWHDX (-8.73). VSCAX return over 5 years is better than : 216.20 vs. NWHDX (113.24).
| 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 | -5.727 | -4.211 | 136% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 6.35B | 2% |
| Annual Yield % from dividends | 1.61 | 0.37 | 439% |
| Returns for 1 year | -8.73 | -1.20 | 726% |
| Returns for 3 years | -6.50 | 13.84 | -47% |
| Returns for 5 years | 113.24 | 216.20 | 52% |
| Returns for 10 years | 21.31 | 9.77 | 218% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| USVN | 48.64 | 0.53 | +1.10% |
| US Treasury 7 Year Note ETF | |||
| FTSL | 45.39 | -0.23 | -0.50% |
| First Trust Senior Loan ETF | |||
| EAPR | 26.31 | -0.26 | -0.96% |
| Innovator Em Mkts Pwr Bffr ETF - Apr | |||
| NAPR | 46.80 | -1.26 | -2.62% |
| Innovator Nasdaq-100 Pwr Bffr ETF Apr | |||
| BKMC | 90.93 | -6.39 | -6.57% |
| BNY Mellon US Mid Cap Core Equity ETF | |||