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NWHGX vs VISVX
NWHGX vs VISVX Comparison
Open Charts NWHGX vs VISVX
Nationwide Bailard Cogntv Val R6
Price$17.24
Change-$0.79 (-4.38%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
NWHGX vs VISVX Comparison Chart
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NWHGX vs. VISVX commentary
Dec 19, 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 NWHGX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. NWHGX (115M). VISVX pays higher dividends than NWHGX: VISVX (1.90) vs NWHGX (1.57). NWHGX was incepted earlier than VISVX: NWHGX (11 years) vs VISVX (27 years). NWHGX is a more actively managed with annual turnover of: 257.75 vs. VISVX (16.00). VISVX has a lower initial minimum investment than NWHGX: VISVX (3000) vs NWHGX (1000000). NWHGX annual gain was more profitable for investors over the last year : 18.03 vs. VISVX (16.18). NWHGX return over 5 years is better than : 60.54 vs. VISVX (52.67).
| NWHGX | VISVX | NWHGX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 16.275 | 14.945 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 63B | 0% |
| Annual Yield % from dividends | 1.57 | 1.90 | 83% |
| Returns for 1 year | 18.03 | 16.18 | 111% |
| Returns for 3 years | 13.72 | 20.58 | 67% |
| Returns for 5 years | 60.54 | 52.67 | 115% |
| Returns for 10 years | 62.99 | 105.07 | 60% |
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