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NWHHX vs VSIIX
NWHHX vs VSIIX Comparison
Open Charts NWHHX vs VSIIX
Nationwide Bailard Cogntv Val Instl Svc
Price$16.03
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets108.01M
Vanguard Small Cap Value Index I
Price$49.44
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets59.14B
NWHHX vs VSIIX Comparison Chart in %
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NWHHX vs. VSIIX commentary
Oct 19, 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: 59.1B vs. NWHHX (108M). VSIIX pays higher dividends than NWHHX: VSIIX (2.01) vs NWHHX (1.10). NWHHX was incepted earlier than VSIIX: NWHHX (20 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 : 1.02 vs. NWHHX (-7.86). VSIIX return over 5 years is better than : 75.95 vs. NWHHX (61.10).
| 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 | 20 years | 26 years | - |
| Gain YTD | 4.362 | 4.250 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 59.1B | 0% |
| Annual Yield % from dividends | 1.10 | 2.01 | 55% |
| Returns for 1 year | -7.86 | 1.02 | -768% |
| Returns for 3 years | 19.99 | 36.26 | 55% |
| Returns for 5 years | 61.10 | 75.95 | 80% |
| Returns for 10 years | 43.33 | 109.65 | 40% |
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