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NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$15.82
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets108.01M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
NWHDX vs VSCAX Comparison Chart in %
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NWHDX vs. VSCAX commentary
Oct 19, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. NWHDX (108M). NWHDX pays higher dividends than VSCAX: NWHDX (1.04) 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 : 2.33 vs. NWHDX (-8.24). VSCAX return over 5 years is better than : 106.26 vs. NWHDX (58.47).
| 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 | 4.147 | 8.932 | 46% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 7.51B | 1% |
| Annual Yield % from dividends | 1.04 | 0.32 | 328% |
| Returns for 1 year | -8.24 | 2.33 | -354% |
| Returns for 3 years | 18.69 | 49.64 | 38% |
| Returns for 5 years | 58.47 | 106.26 | 55% |
| Returns for 10 years | 39.80 | 39.02 | 102% |
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