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DFSVX vs NWHFX
DFSVX vs NWHFX Comparison
Open Charts DFSVX vs NWHFX
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.
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).
| 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 | 0.901 | -0.131 | -690% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 103M | 15,534% |
| Annual Yield % from dividends | 1.67 | 1.65 | 101% |
| Returns for 1 year | 0.60 | -8.82 | -7% |
| Returns for 3 years | 27.09 | 10.75 | 252% |
| Returns for 5 years | 94.25 | 67.78 | 139% |
| Returns for 10 years | 50.73 | 39.11 | 130% |
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