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NWHFX vs VISVX
NWHFX vs VISVX Comparison
Open Charts NWHFX vs VISVX
Nationwide Bailard Cogntv Val M
Price$14.17
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets98.13M
Vanguard Small Cap Value Index I
Price$45.02
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
NWHFX vs VISVX Comparison Chart
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NWHFX vs. VISVX commentary
May 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 NWHFX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. NWHFX (98.1M). VISVX pays higher dividends than NWHFX: VISVX (2.21) vs NWHFX (1.98). 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 : 2.52 vs. NWHFX (-8.52). VISVX return over 5 years is better than : 95.46 vs. NWHFX (75.10).
| 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 | -4.961 | -2.372 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 51.7B | 0% |
| Annual Yield % from dividends | 1.98 | 2.21 | 90% |
| Returns for 1 year | -8.52 | 2.52 | -338% |
| Returns for 3 years | 6.28 | 23.69 | 27% |
| Returns for 5 years | 75.10 | 95.46 | 79% |
| Returns for 10 years | 26.35 | 83.12 | 32% |
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