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NWHGX vs VSCAX
NWHGX vs VSCAX Comparison
Open Charts NWHGX vs VSCAX
Nationwide Bailard Cogntv Val R6
Price$13.53
Change-$0.90 (-6.24%)
VolumeN/A
Net Assets97.67M
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
NWHGX vs VSCAX Comparison Chart
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NWHGX vs. VSCAX commentary
Apr 04, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. NWHGX (97.7M). NWHGX pays higher dividends than VSCAX: NWHGX (1.91) vs VSCAX (0.37). 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 : -1.20 vs. NWHGX (-8.38). VSCAX return over 5 years is better than : 216.20 vs. NWHGX (116.64).
| 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 | -5.686 | -4.211 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 6.35B | 2% |
| Annual Yield % from dividends | 1.91 | 0.37 | 523% |
| Returns for 1 year | -8.38 | -1.20 | 697% |
| Returns for 3 years | -5.50 | 13.84 | -40% |
| Returns for 5 years | 116.64 | 216.20 | 54% |
| Returns for 10 years | 25.56 | 9.77 | 262% |
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