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SWHFX vs VGHAX
SWHFX vs VGHAX Comparison Chart
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SWHFX vs. VGHAX 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 VGHAX is a Hold.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 38.2B vs. SWHFX (643M). VGHAX pays higher dividends than SWHFX: VGHAX (0.92) vs SWHFX (0.68). SWHFX was incepted earlier than VGHAX: SWHFX (25 years) vs VGHAX (24 years). SWHFX (0.79) is less costly to investors than VGHAX (0.30). SWHFX is a more actively managed with annual turnover of: 64.00 vs. VGHAX (29.00). 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 : -14.96 vs. VGHAX (-20.26). SWHFX return over 5 years is better than : -8.49 vs. VGHAX (-16.27).
| SWHFX | VGHAX | SWHFX / VGHAX | |
| Total Expense Ratio | 0.79 | 0.30 | 263% |
| Annual Report Gross Expense Ratio | 0.79 | 0.30 | 263% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -1.980 | -7.764 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 38.2B | 2% |
| Annual Yield % from dividends | 0.68 | 0.92 | 74% |
| Returns for 1 year | -14.96 | -20.26 | 74% |
| Returns for 3 years | -8.51 | -12.48 | 68% |
| Returns for 5 years | -8.49 | -16.27 | 52% |
| Returns for 10 years | -14.16 | -25.92 | 55% |
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