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NWHGX vs VSCAX
NWHGX vs VSCAX Comparison
Open Charts NWHGX vs VSCAX
Nationwide Bailard Cogntv Val R6
Price$15.37
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets109.64M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
NWHGX vs VSCAX Comparison Chart in %
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NWHGX 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 NWHGX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. NWHGX (110M). NWHGX pays higher dividends than VSCAX: NWHGX (1.07) vs VSCAX (0.31). NWHGX was incepted earlier than VSCAX: NWHGX (12 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than NWHGX (0.93). NWHGX is a more actively managed with annual turnover of: 278.84 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 : 8.71 vs. NWHGX (-1.03). VSCAX return over 5 years is better than : 66.73 vs. NWHGX (27.32).
| NWHGX | VSCAX | NWHGX / VSCAX | |
| Total Expense Ratio | 0.93 | 1.10 | 85% |
| Annual Report Gross Expense Ratio | 0.93 | 1.10 | 85% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 0.458 | 9.911 | 5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 8.33B | 1% |
| Annual Yield % from dividends | 1.07 | 0.31 | 351% |
| Returns for 1 year | -1.03 | 8.71 | -12% |
| Returns for 3 years | 14.79 | 49.46 | 30% |
| Returns for 5 years | 27.32 | 66.73 | 41% |
| Returns for 10 years | 42.36 | 59.02 | 72% |
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