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SWHFX vs VHCIX
SWHFX vs VHCIX Comparison Chart
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SWHFX vs. VHCIX commentary
Jun 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 Buy and VHCIX is a Buy.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 17.4B vs. SWHFX (660M). VHCIX pays higher dividends than SWHFX: VHCIX (1.64) vs SWHFX (0.71). 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 : -5.60 vs. SWHFX (-13.29). VHCIX return over 5 years is better than : 34.89 vs. SWHFX (-3.02).
| 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 | 2.497 | -0.788 | -317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 17.4B | 4% |
| Annual Yield % from dividends | 0.71 | 1.64 | 44% |
| Returns for 1 year | -13.29 | -5.60 | 238% |
| Returns for 3 years | 0.31 | 14.15 | 2% |
| Returns for 5 years | -3.02 | 34.89 | -9% |
| Returns for 10 years | -11.65 | 80.14 | -15% |
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