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NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$16.35
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets115.82M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
NWHFX vs VSCAX Comparison Chart in %
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NWHFX vs. VSCAX commentary
Feb 04, 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 NWHFX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. NWHFX (116M). NWHFX pays higher dividends than VSCAX: NWHFX (1.28) vs VSCAX (0.23). NWHFX was incepted earlier than VSCAX: NWHFX (25 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than NWHFX (0.78). NWHFX is a more actively managed with annual turnover of: 404.58 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 : 18.26 vs. NWHFX (8.07). VSCAX return over 5 years is better than : 68.92 vs. NWHFX (23.16).
| NWHFX | VSCAX | NWHFX / VSCAX | |
| Total Expense Ratio | 0.73 | 1.10 | 66% |
| Annual Report Gross Expense Ratio | 0.78 | 1.10 | 71% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 8.063 | 12.643 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 9.42B | 1% |
| Annual Yield % from dividends | 1.28 | 0.23 | 554% |
| Returns for 1 year | 8.07 | 18.26 | 44% |
| Returns for 3 years | 12.83 | 51.27 | 25% |
| Returns for 5 years | 23.16 | 68.92 | 34% |
| Returns for 10 years | 67.96 | 108.32 | 63% |
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