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NWHFX vs VSIAX
NWHFX vs VSIAX Comparison
Open Charts NWHFX vs VSIAX
Nationwide Bailard Cogntv Val M
Price$15.59
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets105.16M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
NWHFX vs VSIAX Comparison Chart
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NWHFX vs. VSIAX commentary
Jan 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. NWHFX (105M). VSIAX pays higher dividends than NWHFX: VSIAX (2.01) vs NWHFX (1.64). NWHFX was incepted earlier than VSIAX: NWHFX (24 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). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. NWHFX (6.70). VSIAX return over 5 years is better than : 50.37 vs. NWHFX (37.26).
| NWHFX | VSIAX | NWHFX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 1.762 | 3.217 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 58.3B | 0% |
| Annual Yield % from dividends | 1.64 | 2.01 | 81% |
| Returns for 1 year | 6.70 | 18.49 | 36% |
| Returns for 3 years | 0.56 | 17.05 | 3% |
| Returns for 5 years | 37.26 | 50.37 | 74% |
| Returns for 10 years | 39.72 | 109.60 | 36% |
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