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NWHGX vs VSCAX
NWHGX vs VSCAX Comparison
Open Charts NWHGX vs VSCAX
Nationwide Bailard Cogntv Val R6
Price$16.28
Change-$0.17 (-1.03%)
VolumeN/A
Net Assets109.36M
Invesco Small Cap Value A
Price$25.63
Change-$0.18 (-0.70%)
VolumeN/A
Net Assets7.36B
NWHGX vs VSCAX Comparison Chart in %
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NWHGX vs. VSCAX commentary
Sep 14, 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 NWHGX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. NWHGX (109M). NWHGX pays higher dividends than VSCAX: NWHGX (1.55) vs VSCAX (0.32). NWHGX was incepted earlier than VSCAX: NWHGX (12 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than NWHGX (0.93). NWHGX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than NWHGX: VSCAX (1000) vs NWHGX (1000000). VSCAX annual gain was more profitable for investors over the last year : 14.18 vs. NWHGX (1.48). VSCAX return over 5 years is better than : 127.01 vs. NWHGX (79.14).
| NWHGX | VSCAX | NWHGX / VSCAX | |
| Total Expense Ratio | 0.93 | 1.12 | 83% |
| Annual Report Gross Expense Ratio | 0.93 | 1.12 | 83% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 7.516 | 9.783 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 7.36B | 1% |
| Annual Yield % from dividends | 1.55 | 0.32 | 477% |
| Returns for 1 year | 1.48 | 14.18 | 10% |
| Returns for 3 years | 21.33 | 45.76 | 47% |
| Returns for 5 years | 79.14 | 127.01 | 62% |
| Returns for 10 years | 57.43 | 40.78 | 141% |
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