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CCDTX vs SWHRX
CCDTX vs SWHRX Comparison Chart in %
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CCDTX vs. SWHRX commentary
Jun 26, 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 CCDTX is a Hold and SWHRX is a Hold.
FUNDAMENTALS
Fundamentals
CCDTX has more cash in the bank: 32.7B vs. SWHRX (419M). SWHRX pays higher dividends than CCDTX: SWHRX (2.93) vs CCDTX (1.68). CCDTX was incepted earlier than SWHRX: CCDTX (11 years) vs SWHRX (17 years). CCDTX (1.37) is less costly to investors than SWHRX (0.34). SWHRX is a more actively managed with annual turnover of: 12.00 vs. CCDTX (10.00). SWHRX has a lower initial minimum investment than CCDTX: SWHRX (0) vs CCDTX (250). CCDTX annual gain was more profitable for investors over the last year : 6.98 vs. SWHRX (4.06). CCDTX return over 5 years is better than : 20.51 vs. SWHRX (18.53).
| CCDTX | SWHRX | CCDTX / SWHRX | |
| Total Expense Ratio | 1.37 | 0.32 | 428% |
| Annual Report Gross Expense Ratio | 1.37 | 0.34 | 403% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 6.288 | 5.385 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 419M | 7,804% |
| Annual Yield % from dividends | 1.68 | 2.93 | 57% |
| Returns for 1 year | 6.98 | 4.06 | 172% |
| Returns for 3 years | 19.48 | 15.79 | 123% |
| Returns for 5 years | 20.51 | 18.53 | 111% |
| Returns for 10 years | 33.20 | 25.14 | 132% |
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