Interact to see
Advertisement
Advertisement
NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$15.30
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets103.1M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
NWHFX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NWHFX vs. VSCAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. NWHFX (103M). NWHFX pays higher dividends than VSCAX: NWHFX (1.65) vs VSCAX (0.35). 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 (52.00). 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 : 5.29 vs. NWHFX (-8.82). VSCAX return over 5 years is better than : 124.63 vs. NWHFX (67.78).
| 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 | -0.131 | 3.913 | -3% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 7.03B | 1% |
| Annual Yield % from dividends | 1.65 | 0.35 | 479% |
| Returns for 1 year | -8.82 | 5.29 | -167% |
| Returns for 3 years | 10.75 | 42.42 | 25% |
| Returns for 5 years | 67.78 | 124.63 | 54% |
| Returns for 10 years | 39.11 | 27.75 | 141% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers