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NWHGX vs VSIAX
NWHGX vs VSIAX Comparison
Open Charts NWHGX vs VSIAX
Nationwide Bailard Cogntv Val R6
Price$15.57
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets105.16M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
NWHGX vs VSIAX Comparison Chart
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NWHGX vs. VSIAX commentary
Jan 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. NWHGX (105M). VSIAX pays higher dividends than NWHGX: VSIAX (2.01) vs NWHGX (1.57). NWHGX was incepted earlier than VSIAX: NWHGX (11 years) vs VSIAX (13 years). NWHGX is a more actively managed with annual turnover of: 257.75 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than NWHGX: VSIAX (3000) vs NWHGX (1000000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. NWHGX (6.71). VSIAX return over 5 years is better than : 50.37 vs. NWHGX (39.43).
| NWHGX | VSIAX | NWHGX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 1.765 | 3.217 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 58.3B | 0% |
| Annual Yield % from dividends | 1.57 | 2.01 | 78% |
| Returns for 1 year | 6.71 | 18.49 | 36% |
| Returns for 3 years | 1.53 | 17.05 | 9% |
| Returns for 5 years | 39.43 | 50.37 | 78% |
| Returns for 10 years | 42.87 | 109.60 | 39% |
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