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NWHHX vs VISVX
NWHHX vs VISVX Comparison
Open Charts NWHHX vs VISVX
Nationwide Bailard Cogntv Val Instl Svc
Price$13.68
Change+$0.16 (+1.18%)
VolumeN/A
Net Assets90.85M
Vanguard Small Cap Value Index I
Price$43.10
Change+$0.83 (+1.96%)
VolumeN/A
Net Assets53.62B
NWHHX vs VISVX Comparison Chart
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NWHHX vs. VISVX commentary
Apr 25, 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 NWHHX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. NWHHX (90.8M). VISVX pays higher dividends than NWHHX: VISVX (2.14) vs NWHHX (1.90). NWHHX was incepted earlier than VISVX: NWHHX (19 years) vs VISVX (27 years). NWHHX (1.18) is less costly to investors than VISVX (0.19). NWHHX is a more actively managed with annual turnover of: 278.84 vs. VISVX (16.00). VISVX has a lower initial minimum investment than NWHHX: VISVX (3000) vs NWHHX (50000). VISVX annual gain was more profitable for investors over the last year : -3.13 vs. NWHHX (-11.74). VISVX return over 5 years is better than : 92.39 vs. NWHHX (78.21).
| NWHHX | VISVX | NWHHX / VISVX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -11.979 | -10.946 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 53.6B | 0% |
| Annual Yield % from dividends | 1.90 | 2.14 | 89% |
| Returns for 1 year | -11.74 | -3.13 | 374% |
| Returns for 3 years | -7.63 | 4.70 | -163% |
| Returns for 5 years | 78.21 | 92.39 | 85% |
| Returns for 10 years | 17.48 | 68.31 | 26% |
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