Ad is loading...
NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$15.59
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets105.16M
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
NWHFX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWHFX vs. VSCAX commentary
Jan 19, 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 NWHFX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.72B vs. NWHFX (105M). NWHFX pays higher dividends than VSCAX: NWHFX (1.64) vs VSCAX (0.48). NWHFX was incepted earlier than VSCAX: NWHFX (24 years) vs VSCAX (26 years). NWHFX is a more actively managed with annual turnover of: 257.75 vs. VSCAX (51.00). VSCAX has a lower initial minimum investment than NWHFX: VSCAX (1000) vs NWHFX (5000). VSCAX annual gain was more profitable for investors over the last year : 25.28 vs. NWHFX (6.70). VSCAX return over 5 years is better than : 74.58 vs. NWHFX (37.26).
| NWHFX | VSCAX | NWHFX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 1.762 | 4.892 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 6.72B | 2% |
| Annual Yield % from dividends | 1.64 | 0.48 | 343% |
| Returns for 1 year | 6.70 | 25.28 | 27% |
| Returns for 3 years | 0.56 | 30.32 | 2% |
| Returns for 5 years | 37.26 | 74.58 | 50% |
| Returns for 10 years | 39.72 | 35.60 | 112% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SENCX | 71.87 | 0.70 | +0.98% |
| Touchstone Large Cap Focused A | |||
| FMMMX | 43.71 | 0.37 | +0.85% |
| American Funds AMCAP 529-F-2 | |||
| CCWIX | 19.17 | 0.08 | +0.42% |
| Baird Chautauqua International Gr Instl | |||
| SNOAX | 33.56 | 0.02 | +0.06% |
| Easterly Snow Long/Short Opportunity A | |||
| INDSX | 16.98 | -0.04 | -0.24% |
| ALPS/Kotak India ESG II | |||