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SWDRX vs VTHRX
SWDRX vs VTHRX Comparison Chart
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SWDRX vs. VTHRX commentary
Jun 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 SWDRX is a Hold and VTHRX is a Hold.
FUNDAMENTALS
Fundamentals
VTHRX has more cash in the bank: 99.4B vs. SWDRX (969M). VTHRX (2.60) and SWDRX (2.51) have matching dividends . SWDRX was incepted earlier than VTHRX: SWDRX (20 years) vs VTHRX (19 years). SWDRX (0.41) is less costly to investors than VTHRX (0.08). SWDRX is a more actively managed with annual turnover of: 12.00 vs. VTHRX (7.00). SWDRX has a lower initial minimum investment than VTHRX: SWDRX (0) vs VTHRX (1000). VTHRX annual gain was more profitable for investors over the last year : 7.21 vs. SWDRX (5.03). SWDRX return over 5 years is better than : 20.79 vs. VTHRX (15.39).
| SWDRX | VTHRX | SWDRX / VTHRX | |
| Total Expense Ratio | 0.40 | 0.08 | 500% |
| Annual Report Gross Expense Ratio | 0.41 | 0.08 | 513% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 4.478 | 5.016 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 99.4B | 1% |
| Annual Yield % from dividends | 2.51 | 2.60 | 97% |
| Returns for 1 year | 5.03 | 7.21 | 70% |
| Returns for 3 years | 13.23 | 20.38 | 65% |
| Returns for 5 years | 20.79 | 15.39 | 135% |
| Returns for 10 years | 25.18 | 46.56 | 54% |
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