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NWHHX vs VSIIX
NWHHX vs VSIIX Comparison
Open Charts NWHHX vs VSIIX
Nationwide Bailard Cogntv Val Instl Svc
Price$15.58
Change+$0.15 (+0.97%)
VolumeN/A
Net Assets104.94M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
NWHHX vs VSIIX Comparison Chart in %
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NWHHX vs. VSIIX commentary
Jul 07, 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 Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. NWHHX (105M). VSIIX pays higher dividends than NWHHX: VSIIX (2.12) vs NWHHX (1.65). NWHHX was incepted earlier than VSIIX: NWHHX (19 years) vs VSIIX (26 years). NWHHX (1.18) is less costly to investors than VSIIX (0.06). NWHHX is a more actively managed with annual turnover of: 278.84 vs. VSIIX (16.00). NWHHX has a lower initial minimum investment than VSIIX: NWHHX (50000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. NWHHX (1.33). VSIIX return over 5 years is better than : 94.15 vs. NWHHX (77.73).
| NWHHX | VSIIX | NWHHX / VSIIX | |
| Total Expense Ratio | 1.18 | 0.06 | 1,967% |
| Annual Report Gross Expense Ratio | 1.18 | 0.06 | 1,967% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 1.432 | 2.040 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 54B | 0% |
| Annual Yield % from dividends | 1.65 | 2.12 | 78% |
| Returns for 1 year | 1.33 | 11.69 | 11% |
| Returns for 3 years | 18.37 | 34.90 | 53% |
| Returns for 5 years | 77.73 | 94.15 | 83% |
| Returns for 10 years | 37.48 | 96.60 | 39% |
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