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NWHFX vs VISVX
NWHFX vs VISVX Comparison
Open Charts NWHFX vs VISVX
Nationwide Bailard Cogntv Val M
Price$16.35
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets115.82M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
NWHFX vs VISVX Comparison Chart in %
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NWHFX vs. VISVX commentary
Feb 04, 2026
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: 59.8B vs. NWHFX (116M). VISVX pays higher dividends than NWHFX: VISVX (1.74) vs NWHFX (1.28). NWHFX was incepted earlier than VISVX: NWHFX (25 years) vs VISVX (28 years). NWHFX (0.78) is less costly to investors than VISVX (0.19). NWHFX is a more actively managed with annual turnover of: 404.58 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 : 12.01 vs. NWHFX (8.07). VISVX return over 5 years is better than : 51.01 vs. NWHFX (23.16).
| NWHFX | VISVX | NWHFX / VISVX | |
| Total Expense Ratio | 0.73 | 0.19 | 384% |
| Annual Report Gross Expense Ratio | 0.78 | 0.19 | 411% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 8.063 | 6.555 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 59.8B | 0% |
| Annual Yield % from dividends | 1.28 | 1.74 | 73% |
| Returns for 1 year | 8.07 | 12.01 | 67% |
| Returns for 3 years | 12.83 | 29.81 | 43% |
| Returns for 5 years | 23.16 | 51.01 | 45% |
| Returns for 10 years | 67.96 | 161.74 | 42% |
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