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NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$16.36
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets110.5M
Invesco Small Cap Value A
Price$26.39
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets7.71B
NWHFX vs VSCAX Comparison Chart in %
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NWHFX vs. VSCAX commentary
Oct 07, 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: 7.71B vs. NWHFX (111M). NWHFX pays higher dividends than VSCAX: NWHFX (1.10) 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 : 9.78 vs. NWHFX (-1.66). VSCAX return over 5 years is better than : 129.32 vs. NWHFX (71.83).
| 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 | 6.789 | 12.250 | 55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 7.71B | 1% |
| Annual Yield % from dividends | 1.10 | 0.32 | 348% |
| Returns for 1 year | -1.66 | 9.78 | -17% |
| Returns for 3 years | 23.24 | 54.20 | 43% |
| Returns for 5 years | 71.83 | 129.32 | 56% |
| Returns for 10 years | 52.12 | 45.04 | 116% |
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