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NWHFX vs VISVX
NWHFX vs VISVX Comparison
Open Charts NWHFX vs VISVX
Nationwide Bailard Cogntv Val M
Price$14.45
Change+$0.17 (+1.19%)
VolumeN/A
Net Assets96.47M
Vanguard Small Cap Value Index I
Price$45.50
Change+$0.69 (+1.54%)
VolumeN/A
Net Assets57.63B
NWHFX vs VISVX Comparison Chart
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NWHFX vs. VISVX commentary
Apr 04, 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 StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. NWHFX (96.5M). VISVX pays higher dividends than NWHFX: VISVX (2.14) vs NWHFX (1.91). 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 : 0.15 vs. NWHFX (-8.76). VISVX return over 5 years is better than : 134.30 vs. NWHFX (110.78).
| 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 | -6.789 | -5.595 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 57.6B | 0% |
| Annual Yield % from dividends | 1.91 | 2.14 | 89% |
| Returns for 1 year | -8.76 | 0.15 | -5,722% |
| Returns for 3 years | -8.01 | 7.09 | -113% |
| Returns for 5 years | 110.78 | 134.30 | 82% |
| Returns for 10 years | 21.25 | 78.22 | 27% |
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