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NWHFX vs VSIIX
NWHFX vs VSIIX Comparison
Open Charts NWHFX vs VSIIX
Nationwide Bailard Cogntv Val M
Price$17.12
Change-$0.22 (-1.27%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
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NWHFX vs VSIIX Comparison Chart
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NWHFX vs. VSIIX commentary
Sep 21, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. NWHFX (110M). VSIIX pays higher dividends than NWHFX: VSIIX (2.02) vs NWHFX (1.64). NWHFX was incepted earlier than VSIIX: NWHFX (23 years) vs VSIIX (25 years). NWHFX is a more actively managed with annual turnover of: 257.75 vs. VSIIX (16.00). NWHFX has a lower initial minimum investment than VSIIX: NWHFX (5000) vs VSIIX (5000000). NWHFX annual gain was more profitable for investors over the last year : 27.19 vs. VSIIX (25.85). NWHFX return over 5 years is better than : 60.15 vs. VSIIX (57.12).
| NWHFX | VSIIX | NWHFX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 10.265 | 11.364 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 57.3B | 0% |
| Annual Yield % from dividends | 1.64 | 2.02 | 81% |
| Returns for 1 year | 27.19 | 25.85 | 105% |
| Returns for 3 years | 12.70 | 21.47 | 59% |
| Returns for 5 years | 60.15 | 57.12 | 105% |
| Returns for 10 years | 38.00 | 109.23 | 35% |
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