Interact to see
Advertisement
Advertisement
NWHGX vs VSIIX
NWHGX vs VSIIX Comparison
Open Charts NWHGX vs VSIIX
Nationwide Bailard Cogntv Val R6
Price$16.17
Change+$0.59 (+3.79%)
VolumeN/A
Net Assets109.16M
Vanguard Small Cap Value Index I
Price$50.23
Change+$1.55 (+3.18%)
VolumeN/A
Net Assets56.44B
NWHGX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NWHGX vs. VSIIX commentary
Aug 24, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. NWHGX (109M). VSIIX pays higher dividends than NWHGX: VSIIX (2.08) vs NWHGX (1.66). NWHGX was incepted earlier than VSIIX: NWHGX (12 years) vs VSIIX (26 years). NWHGX (0.93) is less costly to investors than VSIIX (0.06). NWHGX is a more actively managed with annual turnover of: 278.84 vs. VSIIX (16.00). NWHGX has a lower initial minimum investment than VSIIX: NWHGX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 9.06 vs. NWHGX (-0.73). VSIIX return over 5 years is better than : 87.15 vs. NWHGX (72.22).
| NWHGX | VSIIX | NWHGX / VSIIX | |
| Total Expense Ratio | 0.93 | 0.06 | 1,550% |
| Annual Report Gross Expense Ratio | 0.93 | 0.06 | 1,550% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 5.686 | 5.810 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 56.4B | 0% |
| Annual Yield % from dividends | 1.66 | 2.08 | 80% |
| Returns for 1 year | -0.73 | 9.06 | -8% |
| Returns for 3 years | 13.64 | 28.15 | 48% |
| Returns for 5 years | 72.22 | 87.15 | 83% |
| Returns for 10 years | 61.11 | 127.33 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers