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NWHGX vs VISVX
NWHGX vs VISVX Comparison
Open Charts NWHGX vs VISVX
Nationwide Bailard Cogntv Val R6
Price$14.73
Change-$0.18 (-1.21%)
VolumeN/A
Net Assets100.73M
Vanguard Small Cap Value Index I
Price$46.21
Change-$0.43 (-0.92%)
VolumeN/A
Net Assets54.02B
NWHGX vs VISVX Comparison Chart in %
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NWHGX vs. VISVX commentary
Jun 26, 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 Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. NWHGX (101M). VISVX pays higher dividends than NWHGX: VISVX (2.11) vs NWHGX (1.85). 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 : 7.20 vs. NWHGX (-1.82). VISVX return over 5 years is better than : 93.55 vs. NWHGX (77.28).
| 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 | -2.549 | -1.740 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 54B | 0% |
| Annual Yield % from dividends | 1.85 | 2.11 | 88% |
| Returns for 1 year | -1.82 | 7.20 | -25% |
| Returns for 3 years | 12.90 | 28.35 | 46% |
| Returns for 5 years | 77.28 | 93.55 | 83% |
| Returns for 10 years | 31.73 | 84.38 | 38% |
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