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SWHFX vs VGHAX
SWHFX vs VGHAX Comparison
Open Charts SWHFX vs VGHAX
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SWHFX vs VGHAX Comparison Chart
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SWHFX vs. VGHAX 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 VGHAX is a Buy.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 51.1B vs. SWHFX (858M). VGHAX pays higher dividends than SWHFX: VGHAX (0.84) vs SWHFX (0.79). SWHFX was incepted earlier than VGHAX: SWHFX (24 years) vs VGHAX (23 years). SWHFX is a more actively managed with annual turnover of: 53.00 vs. VGHAX (16.00). SWHFX has a lower initial minimum investment than VGHAX: SWHFX (0) vs VGHAX (50000). SWHFX annual gain was more profitable for investors over the last year : 17.89 vs. VGHAX (12.50). SWHFX return over 5 years is better than : 23.17 vs. VGHAX (17.73).
| SWHFX | VGHAX | SWHFX / VGHAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 15.615 | 10.729 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 51.1B | 2% |
| Annual Yield % from dividends | 0.79 | 0.84 | 95% |
| Returns for 1 year | 17.89 | 12.50 | 143% |
| Returns for 3 years | -1.80 | -2.46 | 73% |
| Returns for 5 years | 23.17 | 17.73 | 131% |
| Returns for 10 years | 12.49 | 8.99 | 139% |
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