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NWHGX vs VSIAX
NWHGX vs VSIAX Comparison
Open Charts NWHGX vs VSIAX
Nationwide Bailard Cogntv Val R6
Price$17.24
Change-$0.79 (-4.38%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
NWHGX vs VSIAX Comparison Chart
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NWHGX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. NWHGX (115M). 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 : 18.03 vs. VSIAX (16.23). NWHGX return over 5 years is better than : 60.54 vs. VSIAX (52.83).
| 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 | 16.275 | 15.031 | 108% |
| 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 | 2.01 | 78% |
| Returns for 1 year | 18.03 | 16.23 | 111% |
| Returns for 3 years | 13.72 | 20.67 | 66% |
| Returns for 5 years | 60.54 | 52.83 | 115% |
| Returns for 10 years | 62.99 | 105.65 | 60% |
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