Interact to see
Advertisement
Advertisement
DFSVX vs NWHFX
DFSVX vs NWHFX Comparison
Open Charts DFSVX vs NWHFX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Nationwide Bailard Cogntv Val M
Price$15.54
Change+$0.15 (+0.97%)
VolumeN/A
Net Assets104.94M
DFSVX vs NWHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NWHFX 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 NWHFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NWHFX (105M). 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 : 9.45 vs. NWHFX (1.27). DFSVX return over 5 years is better than : 105.30 vs. NWHFX (74.81).
| DFSVX | NWHFX | DFSVX / NWHFX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 1.067 | 1.436 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 105M | 15,333% |
| Annual Yield % from dividends | 1.67 | 1.65 | 101% |
| Returns for 1 year | 9.45 | 1.27 | 742% |
| Returns for 3 years | 32.84 | 17.23 | 191% |
| Returns for 5 years | 105.30 | 74.81 | 141% |
| Returns for 10 years | 45.10 | 35.73 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers