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NWHGX vs VSCAX
NWHGX vs VSCAX Comparison
Open Charts NWHGX vs VSCAX
Nationwide Bailard Cogntv Val R6
Price$16.33
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets116.33M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
NWHGX vs VSCAX Comparison Chart in %
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NWHGX 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 NWHGX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. NWHGX (116M). NWHGX pays higher dividends than VSCAX: NWHGX (1.28) vs VSCAX (0.23). NWHGX was incepted earlier than VSCAX: NWHGX (12 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than NWHGX (0.78). NWHGX is a more actively managed with annual turnover of: 404.58 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than NWHGX: VSCAX (1000) vs NWHGX (1000000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. NWHGX (8.08). VSCAX return over 5 years is better than : 68.92 vs. NWHGX (24.37).
| NWHGX | VSCAX | NWHGX / VSCAX | |
| Total Expense Ratio | 0.73 | 1.10 | 66% |
| Annual Report Gross Expense Ratio | 0.78 | 1.10 | 71% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 8.074 | 12.643 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 9.42B | 1% |
| Annual Yield % from dividends | 1.28 | 0.23 | 555% |
| Returns for 1 year | 8.08 | 18.26 | 44% |
| Returns for 3 years | 12.69 | 51.27 | 25% |
| Returns for 5 years | 24.37 | 68.92 | 35% |
| Returns for 10 years | 71.93 | 108.32 | 66% |
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