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NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$15.93
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets107.04M
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
NWHFX vs VSCAX Comparison Chart in %
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NWHFX vs. VSCAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.35B vs. NWHFX (107M). NWHFX pays higher dividends than VSCAX: NWHFX (1.11) vs VSCAX (0.32). NWHFX was incepted earlier than VSCAX: NWHFX (24 years) vs VSCAX (26 years). VSCAX (1.10) 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 : -3.06 vs. NWHFX (-10.52). VSCAX return over 5 years is better than : 75.36 vs. NWHFX (42.13).
| NWHFX | VSCAX | NWHFX / VSCAX | |
| Total Expense Ratio | 0.93 | 1.10 | 85% |
| Annual Report Gross Expense Ratio | 0.93 | 1.10 | 85% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 3.982 | 5.657 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 7.35B | 1% |
| Annual Yield % from dividends | 1.11 | 0.32 | 349% |
| Returns for 1 year | -10.52 | -3.06 | 343% |
| Returns for 3 years | 11.42 | 30.86 | 37% |
| Returns for 5 years | 42.13 | 75.36 | 56% |
| Returns for 10 years | 39.26 | 34.62 | 113% |
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