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NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$15.25
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets109.64M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
NWHDX vs VSCAX Comparison Chart in %
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NWHDX vs. VSCAX commentary
Dec 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 NWHDX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. NWHDX (110M). NWHDX pays higher dividends than VSCAX: NWHDX (1.01) vs VSCAX (0.31). NWHDX was incepted earlier than VSCAX: NWHDX (20 years) vs VSCAX (27 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 : 8.71 vs. NWHDX (-1.17). VSCAX return over 5 years is better than : 66.73 vs. NWHDX (25.42).
| 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 | 27 years | - |
| Gain YTD | 0.395 | 9.911 | 4% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 8.33B | 1% |
| Annual Yield % from dividends | 1.01 | 0.31 | 330% |
| Returns for 1 year | -1.17 | 8.71 | -13% |
| Returns for 3 years | 13.91 | 49.46 | 28% |
| Returns for 5 years | 25.42 | 66.73 | 38% |
| Returns for 10 years | 37.50 | 59.02 | 64% |
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