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NWHGX vs VSIAX
NWHGX vs VSIAX Comparison
Open Charts NWHGX vs VSIAX
Nationwide Bailard Cogntv Val R6
Price$17.10
Change-$0.22 (-1.27%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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NWHGX vs VSIAX Comparison Chart
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NWHGX vs. VSIAX commentary
Sep 21, 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: 57.3B vs. NWHGX (110M). 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 : 23.88 vs. VSIAX (21.77). NWHGX return over 5 years is better than : 61.80 vs. VSIAX (55.85).
| 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 | 9.568 | 10.460 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 57.3B | 0% |
| Annual Yield % from dividends | 1.57 | 2.01 | 78% |
| Returns for 1 year | 23.88 | 21.77 | 110% |
| Returns for 3 years | 10.38 | 17.82 | 58% |
| Returns for 5 years | 61.80 | 55.85 | 111% |
| Returns for 10 years | 37.20 | 102.73 | 36% |