Ad is loading...
NWHDX vs VISVX
NWHDX vs VISVX Comparison
Open Charts NWHDX vs VISVX
Nationwide Bailard Cogntv Val A
Price$14.87
Change-$0.36 (-2.36%)
VolumeN/A
Net Assets101.54M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
NWHDX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWHDX vs. VISVX commentary
Feb 23, 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 NWHDX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. NWHDX (102M). VISVX pays higher dividends than NWHDX: VISVX (1.90) vs NWHDX (1.36). NWHDX was incepted earlier than VISVX: NWHDX (19 years) vs VISVX (27 years). NWHDX is a more actively managed with annual turnover of: 257.75 vs. VISVX (16.00). NWHDX has a lower initial minimum investment than VISVX: NWHDX (2000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. NWHDX (-0.01). VISVX return over 5 years is better than : 47.46 vs. NWHDX (35.63).
| NWHDX | VISVX | NWHDX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -2.107 | -0.316 | 668% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 60.2B | 0% |
| Annual Yield % from dividends | 1.36 | 1.90 | 71% |
| Returns for 1 year | -0.01 | 9.96 | -0% |
| Returns for 3 years | 0.70 | 17.90 | 4% |
| Returns for 5 years | 35.63 | 47.46 | 75% |
| Returns for 10 years | 30.11 | 90.10 | 33% |
View a ticker or compare two or three
VS
VS
Ad is loading...