DFSVX
Price
$48.49
Change
-$0.03 (-0.06%)
Updated
Jul 28 closing price
Net Assets
16.01B
NWHFX
Price
$15.31
Change
+$0.01 (+0.07%)
Updated
Jul 28 closing price
Net Assets
103.1M
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DFSVX vs NWHFX

Header iconDFSVX vs NWHFX Comparison
Open Charts DFSVX vs NWHFXBanner chart's image
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
Nationwide Bailard Cogntv Val M
Price$15.31
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets103.1M
DFSVX vs NWHFX Comparison Chart in %
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DFSVX vs. NWHFX commentary
Jul 29, 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 NWHFX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. NWHFX (103M). DFSVX (1.67) and NWHFX (1.65) have matching dividends . DFSVX was incepted earlier than NWHFX: DFSVX (32 years) vs NWHFX (24 years). NWHFX (0.93) is less costly to investors than DFSVX (0.31). NWHFX is a more actively managed with annual turnover of: 278.84 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NWHFX: DFSVX (0) vs NWHFX (5000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. NWHFX (-8.82). DFSVX return over 5 years is better than : 94.25 vs. NWHFX (67.78).
DFSVXNWHFXDFSVX / NWHFX
Total Expense Ratio0.310.9333%
Annual Report Gross Expense Ratio0.310.9333%
Fund Existence32 years24 years-
Gain YTD0.901-0.131-690%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B103M15,534%
Annual Yield % from dividends1.671.65101%
Returns for 1 year0.60-8.82-7%
Returns for 3 years27.0910.75252%
Returns for 5 years94.2567.78139%
Returns for 10 years50.7339.11130%
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