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SWHFX vs VHCIX
SWHFX vs VHCIX Comparison Chart
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SWHFX vs. VHCIX commentary
Feb 23, 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 Buy and VHCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 19.8B vs. SWHFX (724M). VHCIX pays higher dividends than SWHFX: VHCIX (1.28) vs SWHFX (0.79). SWHFX was incepted earlier than VHCIX: SWHFX (25 years) vs VHCIX (21 years). SWHFX is a more actively managed with annual turnover of: 53.00 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 : 0.58 vs. SWHFX (-7.51). VHCIX return over 5 years is better than : 38.27 vs. SWHFX (-2.50).
| SWHFX | VHCIX | SWHFX / VHCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 7.318 | 6.707 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 19.8B | 4% |
| Annual Yield % from dividends | 0.79 | 1.28 | 62% |
| Returns for 1 year | -7.51 | 0.58 | -1,300% |
| Returns for 3 years | -1.04 | 14.12 | -7% |
| Returns for 5 years | -2.50 | 38.27 | -7% |
| Returns for 10 years | -3.71 | 102.65 | -4% |
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