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NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$15.53
Change-$0.13 (-0.83%)
VolumeN/A
Net Assets104.75M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
NWHFX vs VSCAX Comparison Chart in %
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NWHFX vs. VSCAX commentary
Aug 17, 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 (105M). NWHFX pays higher dividends than VSCAX: NWHFX (1.66) vs VSCAX (0.34). 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 : 6.49 vs. NWHFX (-3.79). VSCAX return over 5 years is better than : 105.42 vs. NWHFX (57.11).
| 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 | 1.371 | 3.658 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 7.03B | 1% |
| Annual Yield % from dividends | 1.66 | 0.34 | 489% |
| Returns for 1 year | -3.79 | 6.49 | -58% |
| Returns for 3 years | 3.45 | 30.98 | 11% |
| Returns for 5 years | 57.11 | 105.42 | 54% |
| Returns for 10 years | 40.36 | 26.84 | 150% |
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