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NWHGX vs VSIAX
NWHGX vs VSIAX Comparison
Open Charts NWHGX vs VSIAX
Nationwide Bailard Cogntv Val R6
Price$14.98
Change-$0.36 (-2.35%)
VolumeN/A
Net Assets101.54M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
NWHGX vs VSIAX Comparison Chart
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NWHGX vs. VSIAX commentary
Feb 23, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. NWHGX (102M). 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 : 9.98 vs. NWHGX (0.37). VSIAX return over 5 years is better than : 47.61 vs. NWHGX (37.86).
| 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 | -2.092 | -0.294 | 713% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 60.2B | 0% |
| Annual Yield % from dividends | 1.57 | 2.01 | 78% |
| Returns for 1 year | 0.37 | 9.98 | 4% |
| Returns for 3 years | 1.80 | 17.97 | 10% |
| Returns for 5 years | 37.86 | 47.61 | 80% |
| Returns for 10 years | 34.63 | 90.53 | 38% |
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