Ad is loading...
NWHGX vs VSCAX
NWHGX vs VSCAX Comparison
Open Charts NWHGX vs VSCAX
Nationwide Bailard Cogntv Val R6
Price$14.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets95.1M
Invesco Small Cap Value A
Price$21.73
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets6.14B
NWHGX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWHGX vs. VSCAX commentary
May 11, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.14B vs. NWHGX (95.1M). NWHGX pays higher dividends than VSCAX: NWHGX (1.98) vs VSCAX (0.39). 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 (40.00). 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 : -6.39 vs. NWHGX (-11.10). VSCAX return over 5 years is better than : 128.68 vs. NWHGX (73.02).
| 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 | -7.974 | -7.571 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.1M | 6.14B | 2% |
| Annual Yield % from dividends | 1.98 | 0.39 | 514% |
| Returns for 1 year | -11.10 | -6.39 | 174% |
| Returns for 3 years | 3.69 | 24.53 | 15% |
| Returns for 5 years | 73.02 | 128.68 | 57% |
| Returns for 10 years | 26.65 | 7.31 | 365% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSTFX | 10.84 | 0.07 | +0.65% |
| Morningstar International Equity | |||
| BRSYX | 13.45 | 0.07 | +0.52% |
| MFS Blended Research Small Cap Eq R6 | |||
| MOJOX | 14.25 | 0.03 | +0.21% |
| Donoghue Forlines Momentum I | |||
| JORRX | 17.79 | 0.01 | +0.06% |
| Janus Henderson Global Select R | |||
| PDGIX | 78.10 | -0.03 | -0.04% |
| T. Rowe Price Dividend Growth I | |||