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DFSVX vs NWHGX
DFSVX vs NWHGX Comparison
Open Charts DFSVX vs NWHGX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Nationwide Bailard Cogntv Val R6
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets103.1M
DFSVX vs NWHGX Comparison Chart in %
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DFSVX vs. NWHGX commentary
Jul 28, 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 NWHGX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. NWHGX (103M). DFSVX (1.67) and NWHGX (1.66) have matching dividends . DFSVX was incepted earlier than NWHGX: DFSVX (32 years) vs NWHGX (12 years). NWHGX (0.93) is less costly to investors than DFSVX (0.31). NWHGX is a more actively managed with annual turnover of: 278.84 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NWHGX: DFSVX (0) vs NWHGX (1000000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. NWHGX (-8.84). DFSVX return over 5 years is better than : 94.25 vs. NWHGX (70.43).
| DFSVX | NWHGX | DFSVX / NWHGX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 0.901 | -0.131 | -689% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 103M | 15,534% |
| Annual Yield % from dividends | 1.67 | 1.66 | 101% |
| Returns for 1 year | 0.60 | -8.84 | -7% |
| Returns for 3 years | 27.09 | 11.82 | 229% |
| Returns for 5 years | 94.25 | 70.43 | 134% |
| Returns for 10 years | 50.73 | 42.37 | 120% |
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