Interact to see
Advertisement
Advertisement
NWHHX vs VISVX
NWHHX vs VISVX Comparison
Open Charts NWHHX vs VISVX
Nationwide Bailard Cogntv Val Instl Svc
Price$16.27
Change-$0.24 (-1.45%)
VolumeN/A
Net Assets109.29M
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
NWHHX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NWHHX vs. VISVX commentary
Nov 14, 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 NWHHX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. NWHHX (109M). VISVX pays higher dividends than NWHHX: VISVX (1.90) vs NWHHX (1.11). NWHHX was incepted earlier than VISVX: NWHHX (20 years) vs VISVX (28 years). NWHHX (1.18) is less costly to investors than VISVX (0.19). NWHHX is a more actively managed with annual turnover of: 278.84 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 : -0.55 vs. NWHHX (-9.18). VISVX return over 5 years is better than : 65.01 vs. NWHHX (53.81).
| NWHHX | VISVX | NWHHX / VISVX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 7.487 | 5.771 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 58.3B | 0% |
| Annual Yield % from dividends | 1.11 | 1.90 | 58% |
| Returns for 1 year | -9.18 | -0.55 | 1,662% |
| Returns for 3 years | 15.16 | 27.31 | 56% |
| Returns for 5 years | 53.81 | 65.01 | 83% |
| Returns for 10 years | 48.23 | 116.59 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement