NWHGX
Price
$15.28
Change
+$0.04 (+0.26%)
Updated
Jul 25 closing price
Net Assets
103.1M
VSIAX
Price
$87.39
Change
+$0.46 (+0.53%)
Updated
Jul 25 closing price
Net Assets
55.61B
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NWHGX vs VSIAX

Header iconNWHGX vs VSIAX Comparison
Open Charts NWHGX vs VSIAXBanner chart's image
Nationwide Bailard Cogntv Val R6
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets103.1M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
NWHGX vs VSIAX Comparison Chart in %
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VS
NWHGX vs. VSIAX commentary
Jul 28, 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 VSIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. NWHGX (103M). VSIAX pays higher dividends than NWHGX: VSIAX (2.11) vs NWHGX (1.66). NWHGX was incepted earlier than VSIAX: NWHGX (12 years) vs VSIAX (14 years). NWHGX (0.93) is less costly to investors than VSIAX (0.07). NWHGX is a more actively managed with annual turnover of: 278.84 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than NWHGX: VSIAX (3000) vs NWHGX (1000000). VSIAX annual gain was more profitable for investors over the last year : 5.59 vs. NWHGX (-8.84). VSIAX return over 5 years is better than : 88.99 vs. NWHGX (70.43).
NWHGXVSIAXNWHGX / VSIAX
Total Expense Ratio0.930.071,329%
Annual Report Gross Expense Ratio0.930.071,329%
Fund Existence12 years14 years-
Gain YTD-0.1312.904-5%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets103M55.6B0%
Annual Yield % from dividends1.662.1179%
Returns for 1 year-8.845.59-158%
Returns for 3 years11.8231.0838%
Returns for 5 years70.4388.9979%
Returns for 10 years42.37102.8341%
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