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NWHHX vs VSIIX
NWHHX vs VSIIX Comparison
Open Charts NWHHX vs VSIIX
Nationwide Bailard Cogntv Val Instl Svc
Price$15.17
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets101.14M
Vanguard Small Cap Value Index I
Price$47.78
Change+$0.18 (+0.38%)
VolumeN/A
Net Assets55.61B
NWHHX vs VSIIX Comparison Chart in %
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NWHHX vs. VSIIX commentary
Aug 06, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. NWHHX (101M). VSIIX pays higher dividends than NWHHX: VSIIX (2.08) vs NWHHX (1.65). NWHHX was incepted earlier than VSIIX: NWHHX (19 years) vs VSIIX (26 years). NWHHX (1.18) is less costly to investors than VSIIX (0.06). NWHHX is a more actively managed with annual turnover of: 278.84 vs. VSIIX (16.00). NWHHX has a lower initial minimum investment than VSIIX: NWHHX (50000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 9.00 vs. NWHHX (-2.24). VSIIX return over 5 years is better than : 77.61 vs. NWHHX (60.30).
| NWHHX | VSIIX | NWHHX / VSIIX | |
| Total Expense Ratio | 1.18 | 0.06 | 1,967% |
| Annual Report Gross Expense Ratio | 1.18 | 0.06 | 1,967% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | -2.018 | 0.270 | -747% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 55.6B | 0% |
| Annual Yield % from dividends | 1.65 | 2.08 | 79% |
| Returns for 1 year | -2.24 | 9.00 | -25% |
| Returns for 3 years | 5.67 | 23.21 | 24% |
| Returns for 5 years | 60.30 | 77.61 | 78% |
| Returns for 10 years | 38.71 | 97.46 | 40% |
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