DFFVX
Price
$36.79
Change
+$0.08 (+0.22%)
Updated
Sep 5 closing price
Net Assets
13.95B
NWHDX
Price
$16.18
Change
-$0.01 (-0.06%)
Updated
Sep 5 closing price
Net Assets
110.02M
Interact to see
Advertisement

DFFVX vs NWHDX

Header iconDFFVX vs NWHDX Comparison
Open Charts DFFVX vs NWHDXBanner chart's image
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
Nationwide Bailard Cogntv Val A
Price$16.18
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets110.02M
DFFVX vs NWHDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DFFVX vs. NWHDX commentary
Sep 08, 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 DFFVX is a Buy and NWHDX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. NWHDX (110M). DFFVX pays higher dividends than NWHDX: DFFVX (1.50) vs NWHDX (1.41). DFFVX was incepted earlier than NWHDX: DFFVX (26 years) vs NWHDX (19 years). NWHDX (1.43) is less costly to investors than DFFVX (0.30). NWHDX is a more actively managed with annual turnover of: 278.84 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than NWHDX: DFFVX (0) vs NWHDX (2000). DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. NWHDX (0.15). DFFVX return over 5 years is better than : 105.61 vs. NWHDX (69.86).
DFFVXNWHDXDFFVX / NWHDX
Total Expense Ratio0.291.4320%
Annual Report Gross Expense Ratio0.301.4321%
Fund Existence26 years19 years-
Gain YTD8.0276.517123%
Front LoadN/A6%-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B110M12,636%
Annual Yield % from dividends1.501.41106%
Returns for 1 year13.850.158,957%
Returns for 3 years40.1721.28189%
Returns for 5 years105.6169.86151%
Returns for 10 years83.2650.20166%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ISOPX18.670.06
+0.32%
Voya SmallCap Opportunities Port A
FCUDX20.68N/A
N/A
NYLI PineStone U.S. Equity Class R6
BKLSX10.10-0.03
-0.30%
BlackRock U.S. Insights Long/Shrt Eq K
MSAZX30.69-0.10
-0.32%
Invesco Main Street All Cap R5
VGINX89.69-0.52
-0.58%
JPMorgan US Value R6