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NWHFX vs VISVX
NWHFX vs VISVX Comparison
Open Charts NWHFX vs VISVX
Nationwide Bailard Cogntv Val M
Price$15.53
Change-$0.13 (-0.83%)
VolumeN/A
Net Assets104.75M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
NWHFX vs VISVX Comparison Chart in %
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NWHFX vs. VISVX commentary
Aug 17, 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: 56.4B vs. NWHFX (105M). VISVX pays higher dividends than NWHFX: VISVX (1.95) vs NWHFX (1.66). 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 : 6.61 vs. NWHFX (-3.79). VISVX return over 5 years is better than : 76.46 vs. NWHFX (57.11).
| 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 | 1.371 | 2.657 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 56.4B | 0% |
| Annual Yield % from dividends | 1.66 | 1.95 | 85% |
| Returns for 1 year | -3.79 | 6.61 | -57% |
| Returns for 3 years | 3.45 | 19.23 | 18% |
| Returns for 5 years | 57.11 | 76.46 | 75% |
| Returns for 10 years | 40.36 | 99.26 | 41% |
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