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SWHFX vs VGHCX
SWHFX vs VGHCX Comparison Chart
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SWHFX vs. VGHCX 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 VGHCX is a Hold.
FUNDAMENTALS
Fundamentals
VGHCX has more cash in the bank: 38.2B vs. SWHFX (643M). VGHCX pays higher dividends than SWHFX: VGHCX (0.86) vs SWHFX (0.68). SWHFX was incepted earlier than VGHCX: SWHFX (25 years) vs VGHCX (41 years). SWHFX (0.79) is less costly to investors than VGHCX (0.35). SWHFX is a more actively managed with annual turnover of: 64.00 vs. VGHCX (29.00). SWHFX has a lower initial minimum investment than VGHCX: SWHFX (0) vs VGHCX (3000). SWHFX annual gain was more profitable for investors over the last year : -14.96 vs. VGHCX (-20.29). SWHFX return over 5 years is better than : -8.49 vs. VGHCX (-16.29).
| SWHFX | VGHCX | SWHFX / VGHCX | |
| Total Expense Ratio | 0.79 | 0.35 | 226% |
| Annual Report Gross Expense Ratio | 0.79 | 0.35 | 226% |
| Fund Existence | 25 years | 41 years | - |
| Gain YTD | -1.980 | -7.759 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 38.2B | 2% |
| Annual Yield % from dividends | 0.68 | 0.86 | 79% |
| Returns for 1 year | -14.96 | -20.29 | 74% |
| Returns for 3 years | -8.51 | -12.50 | 68% |
| Returns for 5 years | -8.49 | -16.29 | 52% |
| Returns for 10 years | -14.16 | -25.90 | 55% |
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