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NWHHX vs VISVX
NWHHX vs VISVX Comparison
Open Charts NWHHX vs VISVX
Nationwide Bailard Cogntv Val Instl Svc
Price$15.90
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets112.55M
Vanguard Small Cap Value Index I
Price$53.52
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
NWHHX vs VISVX Comparison Chart in %
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NWHHX vs. VISVX commentary
Jan 15, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. NWHHX (113M). VISVX pays higher dividends than NWHHX: VISVX (1.84) vs NWHHX (1.34). 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 : 12.23 vs. NWHHX (5.92). VISVX return over 5 years is better than : 51.12 vs. NWHHX (23.33).
| 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 | 4.743 | 5.354 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 59.8B | 0% |
| Annual Yield % from dividends | 1.34 | 1.84 | 73% |
| Returns for 1 year | 5.92 | 12.23 | 48% |
| Returns for 3 years | 13.99 | 34.31 | 41% |
| Returns for 5 years | 23.33 | 51.12 | 46% |
| Returns for 10 years | 64.67 | 161.21 | 40% |
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