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NWHGX vs VSIAX
NWHGX vs VSIAX Comparison
Open Charts NWHGX vs VSIAX
Nationwide Bailard Cogntv Val R6
Price$13.53
Change-$0.90 (-6.24%)
VolumeN/A
Net Assets97.67M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
NWHGX vs VSIAX Comparison Chart
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NWHGX vs. VSIAX commentary
Apr 04, 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 StrongBuy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. NWHGX (97.7M). VSIAX pays higher dividends than NWHGX: VSIAX (2.27) vs NWHGX (1.91). NWHGX was incepted earlier than VSIAX: NWHGX (12 years) vs VSIAX (14 years). NWHGX (0.93) is less costly to investors than VSIAX (0.07). NWHGX is a more actively managed with annual turnover of: 278.84 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 : 1.33 vs. NWHGX (-8.38). VSIAX return over 5 years is better than : 138.18 vs. NWHGX (116.64).
| NWHGX | VSIAX | NWHGX / VSIAX | |
| Total Expense Ratio | 0.93 | 0.07 | 1,329% |
| Annual Report Gross Expense Ratio | 0.93 | 0.07 | 1,329% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -5.686 | -4.128 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 57.6B | 0% |
| Annual Yield % from dividends | 1.91 | 2.27 | 84% |
| Returns for 1 year | -8.38 | 1.33 | -628% |
| Returns for 3 years | -5.50 | 9.17 | -60% |
| Returns for 5 years | 116.64 | 138.18 | 84% |
| Returns for 10 years | 25.56 | 80.20 | 32% |
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