Interact to see
Advertisement
Advertisement
DFSVX vs NWHDX
DFSVX vs NWHDX Comparison
Open Charts DFSVX vs NWHDX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Nationwide Bailard Cogntv Val A
Price$14.32
Change-$0.27 (-1.85%)
VolumeN/A
Net Assets97.61M
DFSVX vs NWHDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NWHDX commentary
Jun 16, 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 Hold and NWHDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. NWHDX (97.6M). DFSVX (1.65) and NWHDX (1.58) have matching dividends . 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 : 1.83 vs. NWHDX (-6.33). DFSVX return over 5 years is better than : 86.94 vs. NWHDX (64.66).
| 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 | -6.462 | -5.727 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 97.6M | 15,266% |
| Annual Yield % from dividends | 1.65 | 1.58 | 104% |
| Returns for 1 year | 1.83 | -6.33 | -29% |
| Returns for 3 years | 19.38 | 8.11 | 239% |
| Returns for 5 years | 86.94 | 64.66 | 134% |
| Returns for 10 years | 30.89 | 24.07 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PEO | 21.78 | 0.43 | +2.01% |
| Adams Natural Resources Fund | |||
| BITI | 20.13 | 0.32 | +1.62% |
| ProShares Shrt Bitcoin ETF | |||
| ZDEK | 24.22 | -0.12 | -0.49% |
| Innovator Equity Defined Prt ETF -1YrDec | |||
| EXG | 8.68 | -0.07 | -0.80% |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | |||
| DEHP | 27.34 | -0.36 | -1.30% |
| Dimensional Em Mkts High Prof ETF | |||