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DFFVX vs NWHFX
DFFVX vs NWHFX Comparison
Open Charts DFFVX vs NWHFX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
Nationwide Bailard Cogntv Val M
Price$15.53
Change-$0.13 (-0.83%)
VolumeN/A
Net Assets104.75M
DFFVX vs NWHFX Comparison Chart in %
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DFFVX vs. NWHFX commentary
Aug 18, 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 Hold and NWHFX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. NWHFX (105M). NWHFX (1.66) and DFFVX (1.62) have matching dividends . DFFVX was incepted earlier than NWHFX: DFFVX (26 years) vs NWHFX (24 years). NWHFX (0.93) is less costly to investors than DFFVX (0.30). NWHFX is a more actively managed with annual turnover of: 278.84 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than NWHFX: DFFVX (0) vs NWHFX (5000). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. NWHFX (-3.79). DFFVX return over 5 years is better than : 91.20 vs. NWHFX (57.11).
| DFFVX | NWHFX | DFFVX / NWHFX | |
| Total Expense Ratio | 0.29 | 0.93 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.93 | 32% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 2.742 | 1.371 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 105M | 12,667% |
| Annual Yield % from dividends | 1.62 | 1.66 | 98% |
| Returns for 1 year | 8.01 | -3.79 | -212% |
| Returns for 3 years | 20.63 | 3.45 | 597% |
| Returns for 5 years | 91.20 | 57.11 | 160% |
| Returns for 10 years | 66.57 | 40.36 | 165% |
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