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NWHFX vs VSIAX
NWHFX vs VSIAX Comparison
Open Charts NWHFX vs VSIAX
Nationwide Bailard Cogntv Val M
Price$15.00
Change-$0.36 (-2.34%)
VolumeN/A
Net Assets101.54M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
NWHFX vs VSIAX Comparison Chart
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NWHFX vs. VSIAX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. NWHFX (102M). 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 : 9.98 vs. NWHFX (0.44). VSIAX return over 5 years is better than : 47.61 vs. NWHFX (35.72).
| 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 | -2.089 | -0.294 | 712% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 60.2B | 0% |
| Annual Yield % from dividends | 1.64 | 2.01 | 81% |
| Returns for 1 year | 0.44 | 9.98 | 4% |
| Returns for 3 years | 0.77 | 17.97 | 4% |
| Returns for 5 years | 35.72 | 47.61 | 75% |
| Returns for 10 years | 31.67 | 90.53 | 35% |
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