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NWHGX vs VISVX
NWHGX vs VISVX Comparison
Open Charts NWHGX vs VISVX
Nationwide Bailard Cogntv Val R6
Price$15.52
Change+$0.15 (+0.98%)
VolumeN/A
Net Assets104.94M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
NWHGX vs VISVX Comparison Chart in %
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NWHGX vs. VISVX commentary
Jul 07, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. NWHGX (105M). VISVX pays higher dividends than NWHGX: VISVX (1.99) vs NWHGX (1.66). 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 : 11.64 vs. NWHGX (1.27). VISVX return over 5 years is better than : 94.00 vs. NWHGX (77.77).
| NWHGX | VISVX | NWHGX / VISVX | |
| Total Expense Ratio | 0.93 | 0.19 | 489% |
| Annual Report Gross Expense Ratio | 0.93 | 0.19 | 489% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 1.438 | 2.024 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 54B | 0% |
| Annual Yield % from dividends | 1.66 | 1.99 | 83% |
| Returns for 1 year | 1.27 | 11.64 | 11% |
| Returns for 3 years | 18.29 | 34.76 | 53% |
| Returns for 5 years | 77.77 | 94.00 | 83% |
| Returns for 10 years | 38.91 | 96.11 | 40% |
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