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NWHFX vs VSCAX
NWHFX vs VSCAX Comparison
Open Charts NWHFX vs VSCAX
Nationwide Bailard Cogntv Val M
Price$15.43
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets109.79M
Invesco Small Cap Value A
Price$25.81
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.32B
NWHFX vs VSCAX Comparison Chart in %
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NWHFX 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 NWHFX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.32B vs. NWHFX (110M). NWHFX pays higher dividends than VSCAX: NWHFX (1.07) vs VSCAX (0.31). NWHFX was incepted earlier than VSCAX: NWHFX (25 years) vs VSCAX (27 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 : 8.99 vs. NWHFX (-0.19). VSCAX return over 5 years is better than : 66.53 vs. NWHFX (26.42).
| NWHFX | VSCAX | NWHFX / VSCAX | |
| Total Expense Ratio | 0.93 | 1.10 | 85% |
| Annual Report Gross Expense Ratio | 0.93 | 1.10 | 85% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 0.718 | 9.783 | 7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 8.32B | 1% |
| Annual Yield % from dividends | 1.07 | 0.31 | 350% |
| Returns for 1 year | -0.19 | 8.99 | -2% |
| Returns for 3 years | 15.06 | 49.97 | 30% |
| Returns for 5 years | 26.42 | 66.53 | 40% |
| Returns for 10 years | 40.17 | 58.45 | 69% |
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