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CCDTX vs SWHRX
CCDTX vs SWHRX Comparison Chart in %
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CCDTX vs. SWHRX commentary
Sep 09, 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 (424M). SWHRX pays higher dividends than CCDTX: SWHRX (2.80) vs CCDTX (1.60). CCDTX was incepted earlier than SWHRX: CCDTX (12 years) vs SWHRX (18 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 : 8.18 vs. SWHRX (5.79). CCDTX return over 5 years is better than : 17.81 vs. SWHRX (15.33).
| CCDTX | SWHRX | CCDTX / SWHRX | |
| Total Expense Ratio | 1.37 | 0.32 | 428% |
| Annual Report Gross Expense Ratio | 1.37 | 0.34 | 403% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 10.142 | 9.510 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 424M | 7,712% |
| Annual Yield % from dividends | 1.60 | 2.80 | 57% |
| Returns for 1 year | 8.18 | 5.79 | 141% |
| Returns for 3 years | 22.91 | 19.22 | 119% |
| Returns for 5 years | 17.81 | 15.33 | 116% |
| Returns for 10 years | 45.02 | 36.19 | 124% |
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