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DFSVX vs NWHHX
DFSVX vs NWHHX Comparison
Open Charts DFSVX vs NWHHX
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.
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).
| DFSVX | NWHHX | DFSVX / NWHHX | |
| Total Expense Ratio | 0.31 | 1.18 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.18 | 26% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | 1.067 | 1.432 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| 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 | 1.33 | 708% |
| Returns for 3 years | 32.84 | 18.37 | 179% |
| Returns for 5 years | 105.30 | 77.73 | 135% |
| Returns for 10 years | 45.10 | 37.48 | 120% |
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