DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
NWHHX
Price
$15.34
Change
+$0.04 (+0.26%)
Updated
Jul 25 closing price
Net Assets
103.1M
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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$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Nationwide Bailard Cogntv Val Instl Svc
Price$15.34
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets103.1M
DFSVX vs NWHHX Comparison Chart in %
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DFSVX vs. NWHHX commentary
Jul 27, 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: 16B vs. NWHHX (103M). 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 : 0.60 vs. NWHHX (-8.80). DFSVX return over 5 years is better than : 94.25 vs. NWHHX (70.41).
DFSVXNWHHXDFSVX / NWHHX
Total Expense Ratio0.311.1826%
Annual Report Gross Expense Ratio0.311.1826%
Fund Existence32 years19 years-
Gain YTD0.901-0.130-692%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B103M15,534%
Annual Yield % from dividends1.671.65101%
Returns for 1 year0.60-8.80-7%
Returns for 3 years27.0911.83229%
Returns for 5 years94.2570.41134%
Returns for 10 years50.7340.90124%
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