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SWHFX vs VGHCX
SWHFX vs VGHCX Comparison Chart
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SWHFX vs. VGHCX 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 VGHCX is a Sell.
FUNDAMENTALS
Fundamentals
VGHCX has more cash in the bank: 45.7B vs. SWHFX (754M). SWHFX (0.79) and VGHCX (0.79) have matching dividends . SWHFX was incepted earlier than VGHCX: SWHFX (24 years) vs VGHCX (41 years). SWHFX is a more actively managed with annual turnover of: 53.00 vs. VGHCX (16.00). 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 : 7.22 vs. VGHCX (1.65). SWHFX return over 5 years is better than : 5.07 vs. VGHCX (-2.73).
| SWHFX | VGHCX | SWHFX / VGHCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 3.352 | -2.205 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 45.7B | 2% |
| Annual Yield % from dividends | 0.79 | 0.79 | 100% |
| Returns for 1 year | 7.22 | 1.65 | 439% |
| Returns for 3 years | -12.88 | -13.85 | 93% |
| Returns for 5 years | 5.07 | -2.73 | -186% |
| Returns for 10 years | -4.86 | -9.94 | 49% |