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NWHGX vs VISVX
NWHGX vs VISVX Comparison
Open Charts NWHGX vs VISVX
Nationwide Bailard Cogntv Val R6
Price$13.53
Change-$0.90 (-6.24%)
VolumeN/A
Net Assets97.67M
Vanguard Small Cap Value Index I
Price$42.44
Change-$3.06 (-6.73%)
VolumeN/A
Net Assets57.63B
NWHGX vs VISVX Comparison Chart
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NWHGX vs. VISVX commentary
Apr 04, 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 NWHGX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. NWHGX (97.7M). VISVX pays higher dividends than NWHGX: VISVX (2.14) vs NWHGX (1.91). NWHGX was incepted earlier than VISVX: NWHGX (12 years) vs VISVX (27 years). NWHGX (0.93) is less costly to investors than VISVX (0.19). NWHGX is a more actively managed with annual turnover of: 278.84 vs. VISVX (16.00). VISVX has a lower initial minimum investment than NWHGX: VISVX (3000) vs NWHGX (1000000). VISVX annual gain was more profitable for investors over the last year : 1.29 vs. NWHGX (-8.38). VISVX return over 5 years is better than : 137.90 vs. NWHGX (116.64).
| NWHGX | VISVX | NWHGX / VISVX | |
| Total Expense Ratio | 0.93 | 0.19 | 489% |
| Annual Report Gross Expense Ratio | 0.93 | 0.19 | 489% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -5.686 | -4.142 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 57.6B | 0% |
| Annual Yield % from dividends | 1.91 | 2.14 | 89% |
| Returns for 1 year | -8.38 | 1.29 | -649% |
| Returns for 3 years | -5.50 | 9.10 | -60% |
| Returns for 5 years | 116.64 | 137.90 | 85% |
| Returns for 10 years | 25.56 | 79.80 | 32% |
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