SWHFX
Price
$24.78
Change
+$0.17 (+0.69%)
Updated
Jun 22 closing price
Net Assets
611.84M
VGHAX
Price
$82.04
Change
+$0.76 (+0.94%)
Updated
Jun 22 closing price
Net Assets
36.96B
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SWHFX vs VGHAX

SWHFX vs VGHAX Comparison Chart in %
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SWHFX vs. VGHAX commentary
Jun 24, 2026

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.

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FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 37B vs. SWHFX (612M). VGHAX pays higher dividends than SWHFX: VGHAX (1.16) vs SWHFX (0.97). SWHFX was incepted earlier than VGHAX: SWHFX (26 years) vs VGHAX (25 years). SWHFX (0.80) is less costly to investors than VGHAX (0.27). VGHAX is a more actively managed with annual turnover of: 47.00 vs. SWHFX (41.00). SWHFX has a lower initial minimum investment than VGHAX: SWHFX (0) vs VGHAX (50000). VGHAX annual gain was more profitable for investors over the last year : 13.22 vs. SWHFX (8.29). SWHFX return over 5 years is better than : -11.07 vs. VGHAX (-16.74).
SWHFXVGHAXSWHFX / VGHAX
Total Expense Ratio0.800.27296%
Annual Report Gross Expense Ratio0.800.27296%
Fund Existence26 years25 years-
Gain YTD-3.528-5.76261%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets612M37B2%
Annual Yield % from dividends0.971.1684%
Returns for 1 year8.2913.2263%
Returns for 3 years0.41-8.77-5%
Returns for 5 years-11.07-16.7466%
Returns for 10 years16.93-2.42-700%
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