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NWHHX vs VISVX
NWHHX vs VISVX Comparison
Open Charts NWHHX vs VISVX
Nationwide Bailard Cogntv Val Instl Svc
Price$17.30
Change-$0.80 (-4.42%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
NWHHX vs VISVX Comparison Chart
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NWHHX vs. VISVX commentary
Dec 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. NWHHX (115M). VISVX pays higher dividends than NWHHX: VISVX (1.90) vs NWHHX (1.57). NWHHX was incepted earlier than VISVX: NWHHX (19 years) vs VISVX (27 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 : 18.17 vs. VISVX (16.18). NWHHX return over 5 years is better than : 60.41 vs. VISVX (52.67).
| NWHHX | VISVX | NWHHX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 16.277 | 14.945 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 63B | 0% |
| Annual Yield % from dividends | 1.57 | 1.90 | 83% |
| Returns for 1 year | 18.17 | 16.18 | 112% |
| Returns for 3 years | 13.74 | 20.58 | 67% |
| Returns for 5 years | 60.41 | 52.67 | 115% |
| Returns for 10 years | 61.31 | 105.07 | 58% |
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