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DFSVX vs NWHDX
DFSVX vs NWHDX Comparison
Open Charts DFSVX vs NWHDX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Nationwide Bailard Cogntv Val A
Price$15.39
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets104.94M
DFSVX vs NWHDX Comparison Chart in %
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DFSVX vs. NWHDX commentary
Jul 06, 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: 16.1B vs. NWHDX (105M). 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 : 9.45 vs. NWHDX (0.86). DFSVX return over 5 years is better than : 105.30 vs. NWHDX (74.85).
| 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 | 1.067 | 1.317 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 105M | 15,333% |
| Annual Yield % from dividends | 1.67 | 1.51 | 110% |
| Returns for 1 year | 9.45 | 0.86 | 1,097% |
| Returns for 3 years | 32.84 | 17.04 | 193% |
| Returns for 5 years | 105.30 | 74.85 | 141% |
| Returns for 10 years | 45.10 | 34.11 | 132% |
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