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DFSVX vs NWHFX
DFSVX vs NWHFX Comparison
Open Charts DFSVX vs NWHFX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Nationwide Bailard Cogntv Val M
Price$16.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets110.02M
DFSVX vs NWHFX Comparison Chart in %
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DFSVX vs. NWHFX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NWHFX (110M). NWHFX (1.54) and DFSVX (1.52) have matching dividends . DFSVX was incepted earlier than NWHFX: DFSVX (33 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 : 11.40 vs. NWHFX (0.56). DFSVX return over 5 years is better than : 94.21 vs. NWHFX (70.01).
| DFSVX | NWHFX | DFSVX / NWHFX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 6.765 | 6.723 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 110M | 15,273% |
| Annual Yield % from dividends | 1.52 | 1.54 | 98% |
| Returns for 1 year | 11.40 | 0.56 | 2,047% |
| Returns for 3 years | 35.36 | 21.40 | 165% |
| Returns for 5 years | 94.21 | 70.01 | 135% |
| Returns for 10 years | 64.86 | 52.02 | 125% |
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