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NWHHX vs VSCAX
NWHHX vs VSCAX Comparison
Open Charts NWHHX vs VSCAX
Nationwide Bailard Cogntv Val Instl Svc
Price$15.90
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets112.55M
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
NWHHX vs VSCAX Comparison Chart in %
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NWHHX vs. VSCAX commentary
Jan 15, 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 NWHHX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. NWHHX (113M). NWHHX pays higher dividends than VSCAX: NWHHX (1.34) vs VSCAX (0.25). NWHHX was incepted earlier than VSCAX: NWHHX (20 years) vs VSCAX (27 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 : 13.42 vs. NWHHX (5.92). VSCAX return over 5 years is better than : 60.33 vs. NWHHX (23.33).
| 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 | 27 years | - |
| Gain YTD | 4.743 | 7.230 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 8.84B | 1% |
| Annual Yield % from dividends | 1.34 | 0.25 | 532% |
| Returns for 1 year | 5.92 | 13.42 | 44% |
| Returns for 3 years | 13.99 | 49.33 | 28% |
| Returns for 5 years | 23.33 | 60.33 | 39% |
| Returns for 10 years | 64.67 | 99.03 | 65% |
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