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NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$14.87
Change-$0.36 (-2.36%)
VolumeN/A
Net Assets101.54M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
NWHDX vs VSCAX Comparison Chart
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NWHDX vs. VSCAX commentary
Feb 23, 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: 6.59B vs. NWHDX (102M). NWHDX pays higher dividends than VSCAX: NWHDX (1.36) vs VSCAX (0.48). NWHDX was incepted earlier than VSCAX: NWHDX (19 years) vs VSCAX (26 years). NWHDX is a more actively managed with annual turnover of: 257.75 vs. VSCAX (51.00). 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 : 14.87 vs. NWHDX (-0.01). VSCAX return over 5 years is better than : 73.99 vs. NWHDX (35.63).
| NWHDX | VSCAX | NWHDX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | -2.107 | 0.808 | -261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 6.59B | 2% |
| Annual Yield % from dividends | 1.36 | 0.48 | 284% |
| Returns for 1 year | -0.01 | 14.87 | -0% |
| Returns for 3 years | 0.70 | 27.17 | 3% |
| Returns for 5 years | 35.63 | 73.99 | 48% |
| Returns for 10 years | 30.11 | 17.55 | 172% |
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