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NWHFX vs VSIAX
NWHFX vs VSIAX Comparison
Open Charts NWHFX vs VSIAX
Nationwide Bailard Cogntv Val M
Price$14.17
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets98.13M
Vanguard Small Cap Value Index Admiral
Price$80.67
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets51.69B
NWHFX vs VSIAX Comparison Chart
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NWHFX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. NWHFX (98.1M). VSIAX pays higher dividends than NWHFX: VSIAX (2.34) vs NWHFX (1.98). NWHFX was incepted earlier than VSIAX: NWHFX (24 years) vs VSIAX (14 years). NWHFX (0.93) is less costly to investors than VSIAX (0.07). NWHFX is a more actively managed with annual turnover of: 278.84 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than NWHFX: VSIAX (3000) vs NWHFX (5000). VSIAX annual gain was more profitable for investors over the last year : 2.55 vs. NWHFX (-8.52). VSIAX return over 5 years is better than : 95.59 vs. NWHFX (75.10).
| NWHFX | VSIAX | NWHFX / VSIAX | |
| Total Expense Ratio | 0.93 | 0.07 | 1,329% |
| Annual Report Gross Expense Ratio | 0.93 | 0.07 | 1,329% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -4.961 | -2.352 | 211% |
| 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 | 2.34 | 84% |
| Returns for 1 year | -8.52 | 2.55 | -334% |
| Returns for 3 years | 6.28 | 23.75 | 26% |
| Returns for 5 years | 75.10 | 95.59 | 79% |
| Returns for 10 years | 26.35 | 83.58 | 32% |
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