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NWHHX vs VISVX
NWHHX vs VISVX Comparison
Open Charts NWHHX vs VISVX
Nationwide Bailard Cogntv Val Instl Svc
Price$16.40
Change+$0.20 (+1.23%)
VolumeN/A
Net Assets116.33M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
NWHHX vs VISVX Comparison Chart in %
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NWHHX vs. VISVX 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 NWHHX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. NWHHX (116M). VISVX pays higher dividends than NWHHX: VISVX (1.74) vs NWHHX (1.28). NWHHX was incepted earlier than VISVX: NWHHX (20 years) vs VISVX (28 years). NWHHX (1.03) is less costly to investors than VISVX (0.19). NWHHX is a more actively managed with annual turnover of: 404.58 vs. VISVX (16.00). VISVX has a lower initial minimum investment than NWHHX: VISVX (3000) vs NWHHX (50000). VISVX annual gain was more profitable for investors over the last year : 12.01 vs. NWHHX (8.12). VISVX return over 5 years is better than : 51.01 vs. NWHHX (24.40).
| NWHHX | VISVX | NWHHX / VISVX | |
| Total Expense Ratio | 0.98 | 0.19 | 516% |
| Annual Report Gross Expense Ratio | 1.03 | 0.19 | 542% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 8.037 | 6.555 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 59.8B | 0% |
| Annual Yield % from dividends | 1.28 | 1.74 | 73% |
| Returns for 1 year | 8.12 | 12.01 | 68% |
| Returns for 3 years | 12.80 | 29.81 | 43% |
| Returns for 5 years | 24.40 | 51.01 | 48% |
| Returns for 10 years | 70.17 | 161.74 | 43% |
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