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SWHFX vs VGHAX
SWHFX vs VGHAX Comparison Chart
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SWHFX vs. VGHAX commentary
Nov 18, 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 StrongSell and VGHAX is a Sell.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 45.7B vs. SWHFX (754M). 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 : 7.22 vs. VGHAX (1.64). SWHFX return over 5 years is better than : 5.07 vs. VGHAX (-2.74).
| 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 | 3.352 | -2.178 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 45.7B | 2% |
| Annual Yield % from dividends | 0.79 | 0.84 | 95% |
| Returns for 1 year | 7.22 | 1.64 | 441% |
| Returns for 3 years | -12.88 | -13.86 | 93% |
| Returns for 5 years | 5.07 | -2.74 | -185% |
| Returns for 10 years | -4.86 | -9.95 | 49% |
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