DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
NWHHX
Price
$15.58
Change
+$0.15 (+0.97%)
Updated
Jul 3 closing price
Net Assets
104.94M
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DFSVX vs NWHHX

Header iconDFSVX vs NWHHX Comparison
Open Charts DFSVX vs NWHHXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Nationwide Bailard Cogntv Val Instl Svc
Price$15.58
Change+$0.15 (+0.97%)
VolumeN/A
Net Assets104.94M
DFSVX vs NWHHX Comparison Chart in %
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DFSVX vs. NWHHX commentary
Jul 07, 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 NWHHX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NWHHX (105M). DFSVX (1.67) and NWHHX (1.65) have matching dividends . DFSVX was incepted earlier than NWHHX: DFSVX (32 years) vs NWHHX (19 years). NWHHX (1.18) is less costly to investors than DFSVX (0.31). NWHHX is a more actively managed with annual turnover of: 278.84 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NWHHX: DFSVX (0) vs NWHHX (50000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. NWHHX (1.33). DFSVX return over 5 years is better than : 105.30 vs. NWHHX (77.73).
DFSVXNWHHXDFSVX / NWHHX
Total Expense Ratio0.311.1826%
Annual Report Gross Expense Ratio0.311.1826%
Fund Existence32 years19 years-
Gain YTD1.0671.43274%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B105M15,333%
Annual Yield % from dividends1.671.65101%
Returns for 1 year9.451.33708%
Returns for 3 years32.8418.37179%
Returns for 5 years105.3077.73135%
Returns for 10 years45.1037.48120%
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