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DFSVX vs NWHHX
DFSVX vs NWHHX Comparison
Open Charts DFSVX vs NWHHX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Nationwide Bailard Cogntv Val Instl Svc
Price$14.49
Change-$0.27 (-1.83%)
VolumeN/A
Net Assets97.61M
DFSVX vs NWHHX Comparison Chart
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DFSVX vs. NWHHX commentary
Jun 15, 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 Hold and NWHHX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. NWHHX (97.6M). NWHHX pays higher dividends than DFSVX: NWHHX (1.84) vs DFSVX (1.65). 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 : 1.83 vs. NWHHX (-6.00). DFSVX return over 5 years is better than : 86.94 vs. NWHHX (67.28).
| 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 | -6.462 | -5.664 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 97.6M | 15,266% |
| Annual Yield % from dividends | 1.65 | 1.84 | 89% |
| Returns for 1 year | 1.83 | -6.00 | -31% |
| Returns for 3 years | 19.38 | 9.29 | 209% |
| Returns for 5 years | 86.94 | 67.28 | 129% |
| Returns for 10 years | 30.89 | 27.03 | 114% |
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