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SWHFX vs THISX
SWHFX vs THISX Comparison Chart
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SWHFX vs. THISX commentary
May 11, 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 SWHFX is a Hold and THISX is a Hold.
FUNDAMENTALS
Fundamentals
THISX has more cash in the bank: 11.2B vs. SWHFX (643M). SWHFX pays higher dividends than THISX: SWHFX (0.68) vs THISX (0.18). SWHFX was incepted earlier than THISX: SWHFX (25 years) vs THISX (9 years). SWHFX (0.79) is less costly to investors than THISX (0.67). SWHFX is a more actively managed with annual turnover of: 64.00 vs. THISX (52.40). SWHFX has a lower initial minimum investment than THISX: SWHFX (0) vs THISX (500000). SWHFX annual gain was more profitable for investors over the last year : -14.96 vs. THISX (-20.03). SWHFX return over 5 years is better than : -8.49 vs. THISX (-9.64).
| SWHFX | THISX | SWHFX / THISX | |
| Total Expense Ratio | 0.79 | 0.67 | 118% |
| Annual Report Gross Expense Ratio | 0.79 | 0.67 | 118% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -1.980 | -6.938 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 11.2B | 6% |
| Annual Yield % from dividends | 0.68 | 0.18 | 382% |
| Returns for 1 year | -14.96 | -20.03 | 75% |
| Returns for 3 years | -8.51 | -9.71 | 88% |
| Returns for 5 years | -8.49 | -9.64 | 88% |
| Returns for 10 years | -14.16 | N/A | - |
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