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NWHFX vs VSIAX
NWHFX vs VSIAX Comparison
Open Charts NWHFX vs VSIAX
Nationwide Bailard Cogntv Val M
Price$18.01
Change-$0.15 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
NWHFX vs VSIAX Comparison Chart
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NWHFX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. NWHFX (114M). VSIAX pays higher dividends than NWHFX: VSIAX (2.01) vs NWHFX (1.64). NWHFX was incepted earlier than VSIAX: NWHFX (23 years) vs VSIAX (13 years). NWHFX is a more actively managed with annual turnover of: 257.75 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than NWHFX: VSIAX (3000) vs NWHFX (5000). NWHFX annual gain was more profitable for investors over the last year : 31.22 vs. VSIAX (28.76). NWHFX return over 5 years is better than : 62.76 vs. VSIAX (57.44).
| NWHFX | VSIAX | NWHFX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 15.997 | 15.498 | 103% |
| 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 | 2.01 | 81% |
| Returns for 1 year | 31.22 | 28.76 | 109% |
| Returns for 3 years | 4.69 | 13.29 | 35% |
| Returns for 5 years | 62.76 | 57.44 | 109% |
| Returns for 10 years | 40.78 | 108.79 | 37% |
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