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DFSVX vs NWHDX
DFSVX vs NWHDX Comparison
Open Charts DFSVX vs NWHDX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Nationwide Bailard Cogntv Val A
Price$16.18
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets110.02M
DFSVX vs NWHDX Comparison Chart in %
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DFSVX 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 DFSVX is a Buy and NWHDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NWHDX (110M). DFSVX pays higher dividends than NWHDX: DFSVX (1.52) vs NWHDX (1.41). DFSVX was incepted earlier than NWHDX: DFSVX (33 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 : 11.40 vs. NWHDX (0.15). DFSVX return over 5 years is better than : 94.21 vs. NWHDX (69.86).
| DFSVX | NWHDX | DFSVX / NWHDX | |
| Total Expense Ratio | 0.31 | 1.43 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.43 | 22% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 6.765 | 6.517 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 110M | 15,273% |
| Annual Yield % from dividends | 1.52 | 1.41 | 107% |
| Returns for 1 year | 11.40 | 0.15 | 7,374% |
| Returns for 3 years | 35.36 | 21.28 | 166% |
| Returns for 5 years | 94.21 | 69.86 | 135% |
| Returns for 10 years | 64.86 | 50.20 | 129% |
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