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NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$16.00
Change-$0.19 (-1.17%)
VolumeN/A
Net Assets110.54M
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.74B
NWHDX vs VSCAX Comparison Chart in %
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NWHDX vs. VSCAX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.74B vs. NWHDX (111M). NWHDX pays higher dividends than VSCAX: NWHDX (1.04) vs VSCAX (0.32). NWHDX was incepted earlier than VSCAX: NWHDX (20 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 : 8.93 vs. NWHDX (-2.34). VSCAX return over 5 years is better than : 113.52 vs. NWHDX (62.80).
| NWHDX | VSCAX | NWHDX / VSCAX | |
| Total Expense Ratio | 1.43 | 1.12 | 128% |
| Annual Report Gross Expense Ratio | 1.43 | 1.12 | 128% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 6.583 | 12.590 | 52% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 7.74B | 1% |
| Annual Yield % from dividends | 1.04 | 0.32 | 328% |
| Returns for 1 year | -2.34 | 8.93 | -26% |
| Returns for 3 years | 26.98 | 58.14 | 46% |
| Returns for 5 years | 62.80 | 113.52 | 55% |
| Returns for 10 years | 46.22 | 42.92 | 108% |
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