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NWHFX vs VISVX
NWHFX vs VISVX Comparison
Open Charts NWHFX vs VISVX
Nationwide Bailard Cogntv Val M
Price$15.30
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets103.1M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
NWHFX vs VISVX Comparison Chart in %
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NWHFX vs. VISVX commentary
Jul 27, 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 NWHFX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. NWHFX (103M). VISVX pays higher dividends than NWHFX: VISVX (1.99) vs NWHFX (1.65). NWHFX was incepted earlier than VISVX: NWHFX (24 years) vs VISVX (27 years). NWHFX (0.93) is less costly to investors than VISVX (0.19). NWHFX is a more actively managed with annual turnover of: 278.84 vs. VISVX (16.00). VISVX has a lower initial minimum investment than NWHFX: VISVX (3000) vs NWHFX (5000). VISVX annual gain was more profitable for investors over the last year : 5.00 vs. NWHFX (-8.82). VISVX return over 5 years is better than : 87.81 vs. NWHFX (67.78).
| NWHFX | VISVX | NWHFX / VISVX | |
| Total Expense Ratio | 0.93 | 0.19 | 489% |
| Annual Report Gross Expense Ratio | 0.93 | 0.19 | 489% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -0.131 | 2.341 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 55.6B | 0% |
| Annual Yield % from dividends | 1.65 | 1.99 | 83% |
| Returns for 1 year | -8.82 | 5.00 | -177% |
| Returns for 3 years | 10.75 | 30.32 | 35% |
| Returns for 5 years | 67.78 | 87.81 | 77% |
| Returns for 10 years | 39.11 | 101.32 | 39% |
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