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SWHFX vs THISX
SWHFX vs THISX Comparison
Open Charts SWHFX vs THISX
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SWHFX vs THISX Comparison Chart
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SWHFX vs. THISX commentary
Sep 21, 2024
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 Buy and THISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
THISX has more cash in the bank: 15.7B vs. SWHFX (858M). SWHFX pays higher dividends than THISX: SWHFX (0.79) vs THISX (0.00). SWHFX was incepted earlier than THISX: SWHFX (24 years) vs THISX (9 years). SWHFX is a more actively managed with annual turnover of: 53.00 vs. THISX (48.40). SWHFX has a lower initial minimum investment than THISX: SWHFX (0) vs THISX (500000). SWHFX (17.89) and THISX (17.86) have marching annual gain over last year. THISX return over 5 years is better than : 34.28 vs. SWHFX (23.17).
| SWHFX | THISX | SWHFX / THISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.615 | 15.865 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 15.7B | 5% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | 17.89 | 17.86 | 100% |
| Returns for 3 years | -1.80 | -10.38 | 17% |
| Returns for 5 years | 23.17 | 34.28 | 68% |
| Returns for 10 years | 12.49 | N/A | - |
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