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NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$14.17
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets98.13M
Invesco Small Cap Value A
Price$21.93
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.38B
NWHFX vs VSCAX Comparison Chart
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NWHFX vs. VSCAX commentary
May 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 NWHFX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.38B vs. NWHFX (98.1M). NWHFX pays higher dividends than VSCAX: NWHFX (1.98) vs VSCAX (0.39). NWHFX was incepted earlier than VSCAX: NWHFX (24 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than NWHFX (0.93). NWHFX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (40.00). 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 : -4.70 vs. NWHFX (-8.52). VSCAX return over 5 years is better than : 135.42 vs. NWHFX (75.10).
| NWHFX | VSCAX | NWHFX / VSCAX | |
| Total Expense Ratio | 0.93 | 1.12 | 83% |
| Annual Report Gross Expense Ratio | 0.93 | 1.12 | 83% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -4.961 | -4.254 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 6.38B | 2% |
| Annual Yield % from dividends | 1.98 | 0.39 | 514% |
| Returns for 1 year | -8.52 | -4.70 | 181% |
| Returns for 3 years | 6.28 | 27.12 | 23% |
| Returns for 5 years | 75.10 | 135.42 | 55% |
| Returns for 10 years | 26.35 | 9.82 | 268% |
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