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SWDRX vs VTHRX
SWDRX vs VTHRX Comparison Chart in %
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SWDRX vs. VTHRX commentary
Jul 03, 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 (987M). VTHRX (2.51) and SWDRX (2.43) 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 : 10.03 vs. SWDRX (7.71). SWDRX return over 5 years is better than : 24.76 vs. VTHRX (19.31).
| 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 | 7.276 | 7.893 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 987M | 99.4B | 1% |
| Annual Yield % from dividends | 2.43 | 2.51 | 97% |
| Returns for 1 year | 7.71 | 10.03 | 77% |
| Returns for 3 years | 23.74 | 30.97 | 77% |
| Returns for 5 years | 24.76 | 19.31 | 128% |
| Returns for 10 years | 28.46 | 50.58 | 56% |
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