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DFSVX vs NWHDX
DFSVX vs NWHDX Comparison
Open Charts DFSVX vs NWHDX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Nationwide Bailard Cogntv Val A
Price$15.15
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets103.1M
DFSVX vs NWHDX Comparison Chart in %
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DFSVX vs. NWHDX commentary
Jul 28, 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 DFSVX is a Buy and NWHDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. NWHDX (103M). DFSVX pays higher dividends than NWHDX: DFSVX (1.67) vs NWHDX (1.51). DFSVX was incepted earlier than NWHDX: DFSVX (32 years) vs NWHDX (19 years). NWHDX (1.43) is less costly to investors than DFSVX (0.31). NWHDX is a more actively managed with annual turnover of: 278.84 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NWHDX: DFSVX (0) vs NWHDX (2000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. NWHDX (-9.16). DFSVX return over 5 years is better than : 94.25 vs. NWHDX (67.77).
| DFSVX | NWHDX | DFSVX / NWHDX | |
| Total Expense Ratio | 0.31 | 1.43 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.43 | 22% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | 0.901 | -0.263 | -342% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 103M | 15,534% |
| Annual Yield % from dividends | 1.67 | 1.51 | 110% |
| Returns for 1 year | 0.60 | -9.16 | -7% |
| Returns for 3 years | 27.09 | 10.60 | 255% |
| Returns for 5 years | 94.25 | 67.77 | 139% |
| Returns for 10 years | 50.73 | 37.53 | 135% |
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