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NWHFX vs VISVX
NWHFX vs VISVX Comparison
Open Charts NWHFX vs VISVX
Nationwide Bailard Cogntv Val M
Price$15.54
Change+$0.15 (+0.97%)
VolumeN/A
Net Assets104.94M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
NWHFX vs VISVX Comparison Chart in %
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NWHFX vs. VISVX commentary
Jul 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 NWHFX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. NWHFX (105M). VISVX pays higher dividends than NWHFX: VISVX (1.99) vs NWHFX (1.65). NWHFX was incepted earlier than VISVX: NWHFX (24 years) vs VISVX (27 years). NWHFX (0.93) is less costly to investors than VISVX (0.19). NWHFX is a more actively managed with annual turnover of: 278.84 vs. VISVX (16.00). VISVX has a lower initial minimum investment than NWHFX: VISVX (3000) vs NWHFX (5000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. NWHFX (1.27). VISVX return over 5 years is better than : 94.00 vs. NWHFX (74.81).
| NWHFX | VISVX | NWHFX / VISVX | |
| Total Expense Ratio | 0.93 | 0.19 | 489% |
| Annual Report Gross Expense Ratio | 0.93 | 0.19 | 489% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 1.436 | 2.024 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 54B | 0% |
| Annual Yield % from dividends | 1.65 | 1.99 | 83% |
| Returns for 1 year | 1.27 | 11.64 | 11% |
| Returns for 3 years | 17.23 | 34.76 | 50% |
| Returns for 5 years | 74.81 | 94.00 | 80% |
| Returns for 10 years | 35.73 | 96.11 | 37% |
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