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NWHHX vs VISVX
NWHHX vs VISVX Comparison
Open Charts NWHHX vs VISVX
Nationwide Bailard Cogntv Val Instl Svc
Price$17.16
Change-$0.22 (-1.27%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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NWHHX vs VISVX Comparison Chart
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NWHHX vs. VISVX 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 NWHHX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. NWHHX (110M). VISVX pays higher dividends than NWHHX: VISVX (1.90) vs NWHHX (1.57). NWHHX was incepted earlier than VISVX: NWHHX (18 years) vs VISVX (26 years). NWHHX is a more actively managed with annual turnover of: 257.75 vs. VISVX (16.00). VISVX has a lower initial minimum investment than NWHHX: VISVX (3000) vs NWHHX (50000). NWHHX annual gain was more profitable for investors over the last year : 27.19 vs. VISVX (25.80). NWHHX return over 5 years is better than : 62.58 vs. VISVX (56.98).
| NWHHX | VISVX | NWHHX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 10.238 | 11.310 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 57.3B | 0% |
| Annual Yield % from dividends | 1.57 | 1.90 | 83% |
| Returns for 1 year | 27.19 | 25.80 | 105% |
| Returns for 3 years | 13.83 | 21.42 | 65% |
| Returns for 5 years | 62.58 | 56.98 | 110% |
| Returns for 10 years | 39.79 | 108.54 | 37% |