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NWHGX vs VSIIX
NWHGX vs VSIIX Comparison
Open Charts NWHGX vs VSIIX
Nationwide Bailard Cogntv Val R6
Price$17.10
Change-$0.22 (-1.27%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
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NWHGX vs VSIIX Comparison Chart
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NWHGX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. NWHGX (110M). VSIIX pays higher dividends than NWHGX: VSIIX (2.02) vs NWHGX (1.57). NWHGX was incepted earlier than VSIIX: NWHGX (11 years) vs VSIIX (25 years). NWHGX is a more actively managed with annual turnover of: 257.75 vs. VSIIX (16.00). NWHGX has a lower initial minimum investment than VSIIX: NWHGX (1000000) vs VSIIX (5000000). NWHGX annual gain was more profitable for investors over the last year : 23.88 vs. VSIIX (21.77). NWHGX return over 5 years is better than : 61.80 vs. VSIIX (55.85).
| NWHGX | VSIIX | NWHGX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 9.568 | 10.459 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 57.3B | 0% |
| Annual Yield % from dividends | 1.57 | 2.02 | 78% |
| Returns for 1 year | 23.88 | 21.77 | 110% |
| Returns for 3 years | 10.38 | 17.80 | 58% |
| Returns for 5 years | 61.80 | 55.85 | 111% |
| Returns for 10 years | 37.20 | 102.79 | 36% |
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