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NWHGX vs VSIIX
NWHGX vs VSIIX Comparison
Open Charts NWHGX vs VSIIX
Nationwide Bailard Cogntv Val R6
Price$16.33
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets116.33M
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
NWHGX vs VSIIX Comparison Chart in %
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NWHGX vs. VSIIX commentary
Feb 04, 2026
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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. NWHGX (116M). VSIIX pays higher dividends than NWHGX: VSIIX (1.86) vs NWHGX (1.28). NWHGX was incepted earlier than VSIIX: NWHGX (12 years) vs VSIIX (26 years). NWHGX (0.78) is less costly to investors than VSIIX (0.06). NWHGX is a more actively managed with annual turnover of: 404.58 vs. VSIIX (16.00). NWHGX has a lower initial minimum investment than VSIIX: NWHGX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 12.05 vs. NWHGX (8.08). VSIIX return over 5 years is better than : 51.14 vs. NWHGX (24.37).
| NWHGX | VSIIX | NWHGX / VSIIX | |
| Total Expense Ratio | 0.73 | 0.06 | 1,217% |
| Annual Report Gross Expense Ratio | 0.78 | 0.06 | 1,300% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 8.074 | 6.545 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 59.8B | 0% |
| Annual Yield % from dividends | 1.28 | 1.86 | 69% |
| Returns for 1 year | 8.08 | 12.05 | 67% |
| Returns for 3 years | 12.69 | 29.92 | 42% |
| Returns for 5 years | 24.37 | 51.14 | 48% |
| Returns for 10 years | 71.93 | 162.42 | 44% |
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