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SWHFX vs VHCIX
SWHFX vs VHCIX Comparison Chart
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SWHFX vs. VHCIX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 18.3B vs. SWHFX (643M). VHCIX pays higher dividends than SWHFX: VHCIX (1.56) vs SWHFX (0.68). 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 : -7.39 vs. SWHFX (-14.96). VHCIX return over 5 years is better than : 28.26 vs. SWHFX (-8.49).
| 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 | -1.980 | -4.342 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 18.3B | 4% |
| Annual Yield % from dividends | 0.68 | 1.56 | 44% |
| Returns for 1 year | -14.96 | -7.39 | 202% |
| Returns for 3 years | -8.51 | 4.86 | -175% |
| Returns for 5 years | -8.49 | 28.26 | -30% |
| Returns for 10 years | -14.16 | 78.46 | -18% |
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