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NWHFX vs VISVX
NWHFX vs VISVX Comparison
Open Charts NWHFX vs VISVX
Nationwide Bailard Cogntv Val M
Price$18.01
Change-$0.15 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
NWHFX vs VISVX Comparison Chart
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NWHFX vs. VISVX commentary
Nov 18, 2024
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: 57.6B vs. NWHFX (114M). VISVX pays higher dividends than NWHFX: VISVX (1.90) vs NWHFX (1.64). NWHFX was incepted earlier than VISVX: NWHFX (23 years) vs VISVX (27 years). NWHFX is a more actively managed with annual turnover of: 257.75 vs. VISVX (16.00). VISVX has a lower initial minimum investment than NWHFX: VISVX (3000) vs NWHFX (5000). NWHFX annual gain was more profitable for investors over the last year : 31.22 vs. VISVX (28.71). NWHFX return over 5 years is better than : 62.76 vs. VISVX (57.32).
| NWHFX | VISVX | NWHFX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 15.997 | 15.433 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 57.6B | 0% |
| Annual Yield % from dividends | 1.64 | 1.90 | 86% |
| Returns for 1 year | 31.22 | 28.71 | 109% |
| Returns for 3 years | 4.69 | 13.23 | 35% |
| Returns for 5 years | 62.76 | 57.32 | 109% |
| Returns for 10 years | 40.78 | 108.21 | 38% |