Interact to see
Advertisement
Advertisement
NWHGX vs VISVX
NWHGX vs VISVX Comparison
Open Charts NWHGX vs VISVX
Nationwide Bailard Cogntv Val R6
Price$16.42
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets111.11M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
NWHGX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NWHGX vs. VISVX commentary
Sep 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 NWHGX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. NWHGX (111M). VISVX pays higher dividends than NWHGX: VISVX (1.86) vs NWHGX (1.55). 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 : 5.25 vs. NWHGX (-2.05). VISVX return over 5 years is better than : 96.62 vs. NWHGX (84.89).
| 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 | 7.320 | 5.884 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 59.2B | 0% |
| Annual Yield % from dividends | 1.55 | 1.86 | 83% |
| Returns for 1 year | -2.05 | 5.25 | -39% |
| Returns for 3 years | 34.19 | 47.78 | 72% |
| Returns for 5 years | 84.89 | 96.62 | 88% |
| Returns for 10 years | 61.97 | 128.55 | 48% |