Interact to see
Advertisement
Advertisement
NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$16.45
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets112.45M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets7.9B
NWHDX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NWHDX vs. VSCAX commentary
Dec 04, 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: 7.9B vs. NWHDX (112M). NWHDX pays higher dividends than VSCAX: NWHDX (1.01) vs VSCAX (0.31). 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 : -0.15 vs. NWHDX (-10.35). VSCAX return over 5 years is better than : 80.13 vs. NWHDX (43.33).
| 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 | 8.756 | 13.526 | 65% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 7.9B | 1% |
| Annual Yield % from dividends | 1.01 | 0.31 | 330% |
| Returns for 1 year | -10.35 | -0.15 | 6,753% |
| Returns for 3 years | 14.04 | 35.94 | 39% |
| Returns for 5 years | 43.33 | 80.13 | 54% |
| Returns for 10 years | 43.48 | 42.28 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement