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NWHGX vs VSIIX
NWHGX vs VSIIX Comparison
Open Charts NWHGX vs VSIIX
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$50.29
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
NWHGX vs VSIIX Comparison Chart in %
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NWHGX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. NWHGX (111M). VSIIX pays higher dividends than NWHGX: VSIIX (1.98) vs NWHGX (1.55). NWHGX was incepted earlier than VSIIX: NWHGX (12 years) vs VSIIX (26 years). NWHGX (0.93) is less costly to investors than VSIIX (0.06). NWHGX is a more actively managed with annual turnover of: 278.84 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 : 5.33 vs. NWHGX (-2.05). VSIIX return over 5 years is better than : 96.92 vs. NWHGX (84.89).
| NWHGX | VSIIX | NWHGX / VSIIX | |
| Total Expense Ratio | 0.93 | 0.06 | 1,550% |
| Annual Report Gross Expense Ratio | 0.93 | 0.06 | 1,550% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 7.320 | 5.937 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 59.2B | 0% |
| Annual Yield % from dividends | 1.55 | 1.98 | 78% |
| Returns for 1 year | -2.05 | 5.33 | -38% |
| Returns for 3 years | 34.19 | 47.97 | 71% |
| Returns for 5 years | 84.89 | 96.92 | 88% |
| Returns for 10 years | 61.97 | 129.38 | 48% |