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NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$16.29
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets110.9M
Invesco Small Cap Value A
Price$26.28
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets7.75B
NWHDX vs VSCAX Comparison Chart in %
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NWHDX vs. VSCAX commentary
Nov 14, 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 NWHDX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. NWHDX (111M). NWHDX pays higher dividends than VSCAX: NWHDX (1.05) vs VSCAX (0.32). NWHDX was incepted earlier than VSCAX: NWHDX (20 years) vs VSCAX (26 years). NWHDX (1.43) is less costly to investors than VSCAX (1.10). NWHDX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (52.00). NWHDX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than NWHDX: VSCAX (1000) vs NWHDX (2000). VSCAX annual gain was more profitable for investors over the last year : -0.35 vs. NWHDX (-9.56). VSCAX return over 5 years is better than : 90.72 vs. NWHDX (51.20).
| NWHDX | VSCAX | NWHDX / VSCAX | |
| Total Expense Ratio | 1.43 | 1.10 | 130% |
| Annual Report Gross Expense Ratio | 1.43 | 1.10 | 130% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 7.242 | 11.782 | 61% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 7.75B | 1% |
| Annual Yield % from dividends | 1.05 | 0.32 | 329% |
| Returns for 1 year | -9.56 | -0.35 | 2,736% |
| Returns for 3 years | 13.97 | 36.18 | 39% |
| Returns for 5 years | 51.20 | 90.72 | 56% |
| Returns for 10 years | 44.67 | 46.42 | 96% |
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