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NWHGX vs VSIAX
NWHGX vs VSIAX Comparison
Open Charts NWHGX vs VSIAX
Nationwide Bailard Cogntv Val R6
Price$17.99
Change-$0.15 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
NWHGX vs VSIAX Comparison Chart
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NWHGX vs. VSIAX commentary
Nov 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. NWHGX (114M). 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). NWHGX annual gain was more profitable for investors over the last year : 31.08 vs. VSIAX (28.76). NWHGX return over 5 years is better than : 65.37 vs. VSIAX (57.44).
| 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 | 16.017 | 15.498 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 57.6B | 0% |
| Annual Yield % from dividends | 1.57 | 2.01 | 78% |
| Returns for 1 year | 31.08 | 28.76 | 108% |
| Returns for 3 years | 5.71 | 13.29 | 43% |
| Returns for 5 years | 65.37 | 57.44 | 114% |
| Returns for 10 years | 44.09 | 108.79 | 41% |