SWHFX
Price
$28.07
Change
+$0.33 (+1.19%)
Updated
Aug 21 closing price
Net Assets
676.97M
VGHAX
Price
$91.96
Change
+$1.08 (+1.19%)
Updated
Aug 21 closing price
Net Assets
38.16B
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SWHFX vs VGHAX

SWHFX vs VGHAX Comparison Chart in %
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SWHFX vs. VGHAX commentary
Aug 23, 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: 38.2B vs. SWHFX (677M). VGHAX pays higher dividends than SWHFX: VGHAX (1.10) vs SWHFX (0.91). 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 : 23.01 vs. SWHFX (18.85). SWHFX return over 5 years is better than : -7.26 vs. VGHAX (-9.42).
SWHFXVGHAXSWHFX / VGHAX
Total Expense Ratio0.800.27296%
Annual Report Gross Expense Ratio0.800.27296%
Fund Existence26 years25 years-
Gain YTD10.0356.620152%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets677M38.2B2%
Annual Yield % from dividends0.911.1082%
Returns for 1 year18.8523.0182%
Returns for 3 years12.954.47290%
Returns for 5 years-7.26-9.4277%
Returns for 10 years23.532.91809%
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