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SWHFX vs VHCIX
SWHFX vs VHCIX Comparison Chart
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SWHFX vs. VHCIX commentary
Apr 14, 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 VHCIX is a Hold.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 19.2B vs. SWHFX (663M). VHCIX pays higher dividends than SWHFX: VHCIX (1.51) vs SWHFX (0.66). SWHFX was incepted earlier than VHCIX: SWHFX (25 years) vs VHCIX (21 years). SWHFX (0.79) is less costly to investors than VHCIX (0.09). SWHFX is a more actively managed with annual turnover of: 64.00 vs. VHCIX (4.00). SWHFX has a lower initial minimum investment than VHCIX: SWHFX (0) vs VHCIX (100000). VHCIX annual gain was more profitable for investors over the last year : -4.11 vs. SWHFX (-10.84). VHCIX return over 5 years is better than : 39.47 vs. SWHFX (-1.41).
| SWHFX | VHCIX | SWHFX / VHCIX | |
| Total Expense Ratio | 0.79 | 0.09 | 878% |
| Annual Report Gross Expense Ratio | 0.79 | 0.09 | 878% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 0.215 | -2.183 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 19.2B | 3% |
| Annual Yield % from dividends | 0.66 | 1.51 | 44% |
| Returns for 1 year | -10.84 | -4.11 | 264% |
| Returns for 3 years | -14.69 | -3.34 | 440% |
| Returns for 5 years | -1.41 | 39.47 | -4% |
| Returns for 10 years | -13.50 | 80.50 | -17% |
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