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NWHFX vs VISVX
NWHFX vs VISVX Comparison
Open Charts NWHFX vs VISVX
Nationwide Bailard Cogntv Val M
Price$15.43
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets109.79M
Vanguard Small Cap Value Index I
Price$51.66
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets59.64B
NWHFX vs VISVX Comparison Chart in %
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NWHFX vs. VISVX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. NWHFX (110M). VISVX pays higher dividends than NWHFX: VISVX (1.86) vs NWHFX (1.07). NWHFX was incepted earlier than VISVX: NWHFX (25 years) vs VISVX (28 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 : 7.97 vs. NWHFX (-0.19). VISVX return over 5 years is better than : 54.60 vs. NWHFX (26.42).
| NWHFX | VISVX | NWHFX / VISVX | |
| Total Expense Ratio | 0.93 | 0.19 | 489% |
| Annual Report Gross Expense Ratio | 0.93 | 0.19 | 489% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 0.718 | 9.064 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 59.6B | 0% |
| Annual Yield % from dividends | 1.07 | 1.86 | 58% |
| Returns for 1 year | -0.19 | 7.97 | -2% |
| Returns for 3 years | 15.06 | 37.22 | 40% |
| Returns for 5 years | 26.42 | 54.60 | 48% |
| Returns for 10 years | 40.17 | 124.17 | 32% |
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