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NWHHX vs VSIAX
NWHHX vs VSIAX Comparison
Open Charts NWHHX vs VSIAX
Nationwide Bailard Cogntv Val Instl Svc
Price$15.04
Change-$0.36 (-2.34%)
VolumeN/A
Net Assets101.54M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
NWHHX vs VSIAX Comparison Chart
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NWHHX vs. VSIAX commentary
Feb 23, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. NWHHX (102M). VSIAX pays higher dividends than NWHHX: VSIAX (2.01) vs NWHHX (1.57). NWHHX was incepted earlier than VSIAX: NWHHX (19 years) vs VSIAX (13 years). NWHHX is a more actively managed with annual turnover of: 257.75 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than NWHHX: VSIAX (3000) vs NWHHX (50000). VSIAX annual gain was more profitable for investors over the last year : 9.98 vs. NWHHX (0.44). VSIAX return over 5 years is better than : 47.61 vs. NWHHX (37.76).
| NWHHX | VSIAX | NWHHX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | -2.083 | -0.294 | 710% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 60.2B | 0% |
| Annual Yield % from dividends | 1.57 | 2.01 | 78% |
| Returns for 1 year | 0.44 | 9.98 | 4% |
| Returns for 3 years | 1.82 | 17.97 | 10% |
| Returns for 5 years | 37.76 | 47.61 | 79% |
| Returns for 10 years | 33.26 | 90.53 | 37% |
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