Interact to see
Advertisement
Advertisement
SWHFX vs VGHAX
SWHFX vs VGHAX Comparison
Open Charts SWHFX vs VGHAX
SWHFX vs VGHAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWHFX vs. VGHAX commentary
Jun 03, 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.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 36.8B vs. SWHFX (607M). 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 (0.32). 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 : 10.03 vs. SWHFX (6.67). SWHFX return over 5 years is better than : -9.17 vs. VGHAX (-13.95).
| SWHFX | VGHAX | SWHFX / VGHAX | |
| Total Expense Ratio | 0.80 | 0.32 | 250% |
| Annual Report Gross Expense Ratio | 0.80 | 0.32 | 250% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | -4.430 | -7.038 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 36.8B | 2% |
| Annual Yield % from dividends | 0.97 | 1.16 | 84% |
| Returns for 1 year | 6.67 | 10.03 | 66% |
| Returns for 3 years | 0.19 | -9.83 | -2% |
| Returns for 5 years | -9.17 | -13.95 | 66% |
| Returns for 10 years | 10.56 | -8.27 | -128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers