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SWHFX vs VHCIX
SWHFX vs VHCIX Comparison
Open Charts SWHFX vs VHCIX
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SWHFX vs VHCIX Comparison Chart
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SWHFX vs. VHCIX commentary
Nov 11, 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 Buy and VHCIX is a Sell.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 20.5B vs. SWHFX (806M). VHCIX pays higher dividends than SWHFX: VHCIX (1.28) vs SWHFX (0.79). SWHFX was incepted earlier than VHCIX: SWHFX (24 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 : 22.61 vs. SWHFX (16.17). VHCIX return over 5 years is better than : 56.96 vs. SWHFX (13.76).
| SWHFX | VHCIX | SWHFX / VHCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 9.976 | 11.056 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 20.5B | 4% |
| Annual Yield % from dividends | 0.79 | 1.28 | 62% |
| Returns for 1 year | 16.17 | 22.61 | 71% |
| Returns for 3 years | -7.45 | 7.82 | -95% |
| Returns for 5 years | 13.76 | 56.96 | 24% |
| Returns for 10 years | 2.02 | 125.89 | 2% |
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