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NWHFX vs VSIAX
NWHFX vs VSIAX Comparison
Open Charts NWHFX vs VSIAX
Nationwide Bailard Cogntv Val M
Price$15.53
Change-$0.13 (-0.83%)
VolumeN/A
Net Assets104.75M
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
NWHFX vs VSIAX Comparison Chart in %
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NWHFX vs. VSIAX commentary
Aug 18, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. NWHFX (105M). VSIAX pays higher dividends than NWHFX: VSIAX (2.07) vs NWHFX (1.66). NWHFX was incepted earlier than VSIAX: NWHFX (24 years) vs VSIAX (14 years). NWHFX (0.93) is less costly to investors than VSIAX (0.07). NWHFX is a more actively managed with annual turnover of: 278.84 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than NWHFX: VSIAX (3000) vs NWHFX (5000). VSIAX annual gain was more profitable for investors over the last year : 6.63 vs. NWHFX (-3.79). VSIAX return over 5 years is better than : 76.57 vs. NWHFX (57.11).
| NWHFX | VSIAX | NWHFX / VSIAX | |
| Total Expense Ratio | 0.93 | 0.07 | 1,329% |
| Annual Report Gross Expense Ratio | 0.93 | 0.07 | 1,329% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 1.371 | 2.680 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 56.4B | 0% |
| Annual Yield % from dividends | 1.66 | 2.07 | 80% |
| Returns for 1 year | -3.79 | 6.63 | -57% |
| Returns for 3 years | 3.45 | 19.32 | 18% |
| Returns for 5 years | 57.11 | 76.57 | 75% |
| Returns for 10 years | 40.36 | 99.65 | 41% |
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