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NWHHX vs VSCAX
NWHHX vs VSCAX Comparison
Open Charts NWHHX vs VSCAX
Nationwide Bailard Cogntv Val Instl Svc
Price$16.27
Change-$0.24 (-1.45%)
VolumeN/A
Net Assets109.29M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
NWHHX vs VSCAX Comparison Chart in %
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NWHHX vs. VSCAX commentary
Nov 15, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. NWHHX (109M). NWHHX pays higher dividends than VSCAX: NWHHX (1.11) 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 : -1.85 vs. NWHHX (-10.40). VSCAX return over 5 years is better than : 86.36 vs. NWHHX (51.58).
| 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 | 5.924 | 9.230 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 7.75B | 1% |
| Annual Yield % from dividends | 1.11 | 0.32 | 348% |
| Returns for 1 year | -10.40 | -1.85 | 563% |
| Returns for 3 years | 14.56 | 35.01 | 42% |
| Returns for 5 years | 51.58 | 86.36 | 60% |
| Returns for 10 years | 45.23 | 41.14 | 110% |
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