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NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$16.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets110.02M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.29B
NWHFX vs VSCAX Comparison Chart in %
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NWHFX vs. VSCAX commentary
Sep 08, 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: 7.29B vs. NWHFX (110M). NWHFX pays higher dividends than VSCAX: NWHFX (1.54) vs VSCAX (0.32). 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 : 12.12 vs. NWHFX (0.56). VSCAX return over 5 years is better than : 116.87 vs. NWHFX (70.01).
| 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 | 6.723 | 7.614 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 7.29B | 2% |
| Annual Yield % from dividends | 1.54 | 0.32 | 477% |
| Returns for 1 year | 0.56 | 12.12 | 5% |
| Returns for 3 years | 21.40 | 46.81 | 46% |
| Returns for 5 years | 70.01 | 116.87 | 60% |
| Returns for 10 years | 52.02 | 36.89 | 141% |
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