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NWHHX vs VSCAX
NWHHX vs VSCAX Comparison
Open Charts NWHHX vs VSCAX
Nationwide Bailard Cogntv Val Instl Svc
Price$16.03
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets108.01M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
NWHHX vs VSCAX Comparison Chart in %
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NWHHX 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 NWHHX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. NWHHX (108M). NWHHX pays higher dividends than VSCAX: NWHHX (1.10) vs VSCAX (0.32). NWHHX was incepted earlier than VSCAX: NWHHX (20 years) vs VSCAX (26 years). NWHHX (1.18) is less costly to investors than VSCAX (1.10). NWHHX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than NWHHX: VSCAX (1000) vs NWHHX (50000). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. NWHHX (-7.86). VSCAX return over 5 years is better than : 106.26 vs. NWHHX (61.10).
| NWHHX | VSCAX | NWHHX / VSCAX | |
| Total Expense Ratio | 1.18 | 1.10 | 107% |
| Annual Report Gross Expense Ratio | 1.18 | 1.10 | 107% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 4.362 | 8.932 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 7.51B | 1% |
| Annual Yield % from dividends | 1.10 | 0.32 | 347% |
| Returns for 1 year | -7.86 | 2.33 | -337% |
| Returns for 3 years | 19.99 | 49.64 | 40% |
| Returns for 5 years | 61.10 | 106.26 | 58% |
| Returns for 10 years | 43.33 | 39.02 | 111% |
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