NWHGX
Price
$14.44
Change
-$0.27 (-1.84%)
Updated
Jun 13 closing price
Net Assets
97.61M
VISVX
Price
$45.41
Change
-$0.73 (-1.58%)
Updated
Jun 13 closing price
Net Assets
54.02B
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NWHGX vs VISVX

Header iconNWHGX vs VISVX Comparison
Open Charts NWHGX vs VISVXBanner chart's image
Nationwide Bailard Cogntv Val R6
Price$14.44
Change-$0.27 (-1.84%)
VolumeN/A
Net Assets97.61M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
NWHGX vs VISVX Comparison Chart
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NWHGX vs. VISVX commentary
Jun 15, 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 NWHGX is a Hold and VISVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. NWHGX (97.6M). VISVX pays higher dividends than NWHGX: VISVX (2.11) vs NWHGX (1.85). NWHGX was incepted earlier than VISVX: NWHGX (12 years) vs VISVX (27 years). NWHGX (0.93) is less costly to investors than VISVX (0.19). NWHGX is a more actively managed with annual turnover of: 278.84 vs. VISVX (16.00). VISVX has a lower initial minimum investment than NWHGX: VISVX (3000) vs NWHGX (1000000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. NWHGX (-5.95). VISVX return over 5 years is better than : 80.48 vs. NWHGX (67.57).
NWHGXVISVXNWHGX / VISVX
Total Expense Ratio0.930.19489%
Annual Report Gross Expense Ratio0.930.19489%
Fund Existence12 years27 years-
Gain YTD-5.621-4.331130%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets97.6M54B0%
Annual Yield % from dividends1.852.1188%
Returns for 1 year-5.953.80-157%
Returns for 3 years9.2626.1235%
Returns for 5 years67.5780.4884%
Returns for 10 years28.5180.0636%
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