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NWHDX vs VSCAX
NWHDX vs VSCAX Comparison
Open Charts NWHDX vs VSCAX
Nationwide Bailard Cogntv Val A
Price$16.20
Change+$0.21 (+1.31%)
VolumeN/A
Net Assets115.82M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
NWHDX vs VSCAX Comparison Chart in %
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NWHDX vs. VSCAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. NWHDX (116M). NWHDX pays higher dividends than VSCAX: NWHDX (1.05) vs VSCAX (0.23). NWHDX was incepted earlier than VSCAX: NWHDX (20 years) vs VSCAX (27 years). NWHDX (1.28) is less costly to investors than VSCAX (1.10). NWHDX is a more actively managed with annual turnover of: 404.58 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 : 18.26 vs. NWHDX (7.74). VSCAX return over 5 years is better than : 68.92 vs. NWHDX (22.26).
| NWHDX | VSCAX | NWHDX / VSCAX | |
| Total Expense Ratio | 1.23 | 1.10 | 112% |
| Annual Report Gross Expense Ratio | 1.28 | 1.10 | 116% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 8.072 | 12.643 | 64% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 9.42B | 1% |
| Annual Yield % from dividends | 1.05 | 0.23 | 456% |
| Returns for 1 year | 7.74 | 18.26 | 42% |
| Returns for 3 years | 11.57 | 51.27 | 23% |
| Returns for 5 years | 22.26 | 68.92 | 32% |
| Returns for 10 years | 65.59 | 108.32 | 61% |
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