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SWHFX vs VHCIX
SWHFX vs VHCIX Comparison
Open Charts SWHFX vs VHCIX
SWHFX vs VHCIX Comparison Chart in %
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SWHFX vs. VHCIX commentary
Jun 03, 2026
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: 18.5B vs. SWHFX (607M). VHCIX pays higher dividends than SWHFX: VHCIX (1.68) vs SWHFX (0.97). SWHFX was incepted earlier than VHCIX: SWHFX (26 years) vs VHCIX (22 years). SWHFX (0.80) is less costly to investors than VHCIX (0.09). SWHFX is a more actively managed with annual turnover of: 41.00 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 : 13.69 vs. SWHFX (6.67). VHCIX return over 5 years is better than : 17.41 vs. SWHFX (-9.17).
| SWHFX | VHCIX | SWHFX / VHCIX | |
| Total Expense Ratio | 0.80 | 0.09 | 889% |
| Annual Report Gross Expense Ratio | 0.80 | 0.09 | 889% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | -4.430 | -3.896 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 18.5B | 3% |
| Annual Yield % from dividends | 0.97 | 1.68 | 58% |
| Returns for 1 year | 6.67 | 13.69 | 49% |
| Returns for 3 years | 0.19 | 15.15 | 1% |
| Returns for 5 years | -9.17 | 17.41 | -53% |
| Returns for 10 years | 10.56 | 110.75 | 10% |
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