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NWHDX vs VISVX
NWHDX vs VISVX Comparison
Open Charts NWHDX vs VISVX
Nationwide Bailard Cogntv Val A
Price$16.28
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets111.11M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
NWHDX vs VISVX Comparison Chart in %
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NWHDX vs. VISVX commentary
Sep 29, 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 NWHDX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. NWHDX (111M). VISVX pays higher dividends than NWHDX: VISVX (1.86) vs NWHDX (1.41). NWHDX was incepted earlier than VISVX: NWHDX (20 years) vs VISVX (27 years). NWHDX (1.43) is less costly to investors than VISVX (0.19). NWHDX is a more actively managed with annual turnover of: 278.84 vs. VISVX (16.00). NWHDX has a lower initial minimum investment than VISVX: NWHDX (2000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.25 vs. NWHDX (-2.38). VISVX return over 5 years is better than : 96.62 vs. NWHDX (81.82).
| NWHDX | VISVX | NWHDX / VISVX | |
| Total Expense Ratio | 1.43 | 0.19 | 753% |
| Annual Report Gross Expense Ratio | 1.43 | 0.19 | 753% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 7.176 | 5.884 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 59.2B | 0% |
| Annual Yield % from dividends | 1.41 | 1.86 | 76% |
| Returns for 1 year | -2.38 | 5.25 | -45% |
| Returns for 3 years | 32.92 | 47.78 | 69% |
| Returns for 5 years | 81.82 | 96.62 | 85% |
| Returns for 10 years | 56.30 | 128.55 | 44% |
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