NWHFX
Price
$16.50
Change
+$0.17 (+1.04%)
Updated
Oct 24 closing price
Net Assets
111.59M
VISVX
Price
$50.42
Change
+$0.22 (+0.44%)
Updated
Oct 24 closing price
Net Assets
59.14B
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NWHFX vs VISVX

Header iconNWHFX vs VISVX Comparison
Open Charts NWHFX vs VISVXBanner chart's image
Nationwide Bailard Cogntv Val M
Price$16.50
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets111.59M
Vanguard Small Cap Value Index I
Price$50.42
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets59.14B
NWHFX vs VISVX Comparison Chart in %
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NWHFX vs. VISVX commentary
Oct 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. NWHFX (112M). VISVX pays higher dividends than NWHFX: VISVX (1.88) vs NWHFX (1.10). 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 : 5.46 vs. NWHFX (-2.10). VISVX return over 5 years is better than : 76.98 vs. NWHFX (61.43).
NWHFXVISVXNWHFX / VISVX
Total Expense Ratio0.930.19489%
Annual Report Gross Expense Ratio0.930.19489%
Fund Existence24 years27 years-
Gain YTD7.7026.446119%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets112M59.1B0%
Annual Yield % from dividends1.101.8858%
Returns for 1 year-2.105.46-38%
Returns for 3 years19.6836.2354%
Returns for 5 years61.4376.9880%
Returns for 10 years47.75116.0141%
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