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NWHDX vs VISVX
NWHDX vs VISVX Comparison
Open Charts NWHDX vs VISVX
Nationwide Bailard Cogntv Val A
Price$16.08
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets108.36M
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
NWHDX vs VISVX Comparison Chart in %
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NWHDX vs. VISVX commentary
Aug 29, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. NWHDX (108M). VISVX pays higher dividends than NWHDX: VISVX (1.95) vs NWHDX (1.52). NWHDX was incepted earlier than VISVX: NWHDX (19 years) vs VISVX (27 years). NWHDX (1.43) is less costly to investors than VISVX (0.19). NWHDX is a more actively managed with annual turnover of: 278.84 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 : 7.40 vs. NWHDX (-2.83). VISVX return over 5 years is better than : 82.46 vs. NWHDX (66.09).
| NWHDX | VISVX | NWHDX / VISVX | |
| Total Expense Ratio | 1.43 | 0.19 | 753% |
| Annual Report Gross Expense Ratio | 1.43 | 0.19 | 753% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 5.925 | 6.032 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 56.4B | 0% |
| Annual Yield % from dividends | 1.52 | 1.95 | 78% |
| Returns for 1 year | -2.83 | 7.40 | -38% |
| Returns for 3 years | 14.96 | 30.16 | 50% |
| Returns for 5 years | 66.09 | 82.46 | 80% |
| Returns for 10 years | 49.50 | 115.95 | 43% |
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