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NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$15.99
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets108.01M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
NWHFX vs VSCAX Comparison Chart in %
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NWHFX 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 NWHFX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. NWHFX (108M). NWHFX pays higher dividends than VSCAX: NWHFX (1.10) vs VSCAX (0.32). NWHFX was incepted earlier than VSCAX: NWHFX (24 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than NWHFX (0.93). NWHFX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than NWHFX: VSCAX (1000) vs NWHFX (5000). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. NWHFX (-7.88). VSCAX return over 5 years is better than : 106.26 vs. NWHFX (58.53).
| NWHFX | VSCAX | NWHFX / VSCAX | |
| Total Expense Ratio | 0.93 | 1.10 | 85% |
| Annual Report Gross Expense Ratio | 0.93 | 1.10 | 85% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 4.373 | 8.932 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 7.51B | 1% |
| Annual Yield % from dividends | 1.10 | 0.32 | 348% |
| Returns for 1 year | -7.88 | 2.33 | -338% |
| Returns for 3 years | 19.15 | 49.64 | 39% |
| Returns for 5 years | 58.53 | 106.26 | 55% |
| Returns for 10 years | 41.64 | 39.02 | 107% |
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