Ad is loading...
NWHGX vs VSCAX
NWHGX vs VSCAX Comparison
Open Charts NWHGX vs VSCAX
Nationwide Bailard Cogntv Val R6
Price$14.98
Change-$0.36 (-2.35%)
VolumeN/A
Net Assets101.54M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
NWHGX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWHGX vs. VSCAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.59B vs. NWHGX (102M). NWHGX pays higher dividends than VSCAX: NWHGX (1.57) vs VSCAX (0.48). NWHGX was incepted earlier than VSCAX: NWHGX (11 years) vs VSCAX (26 years). NWHGX is a more actively managed with annual turnover of: 257.75 vs. VSCAX (51.00). 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 : 18.36 vs. NWHGX (0.37). VSCAX return over 5 years is better than : 79.27 vs. NWHGX (37.86).
| NWHGX | VSCAX | NWHGX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -2.092 | 3.871 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 6.59B | 2% |
| Annual Yield % from dividends | 1.57 | 0.48 | 329% |
| Returns for 1 year | 0.37 | 18.36 | 2% |
| Returns for 3 years | 1.80 | 31.04 | 6% |
| Returns for 5 years | 37.86 | 79.27 | 48% |
| Returns for 10 years | 34.63 | 21.13 | 164% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers