Interact to see
Advertisement
Advertisement
SWHFX vs VHCIX
SWHFX vs VHCIX Comparison
Open Charts SWHFX vs VHCIX
SWHFX vs VHCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWHFX vs. VHCIX commentary
Aug 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: 20.4B vs. SWHFX (642M). VHCIX pays higher dividends than SWHFX: VHCIX (1.55) vs SWHFX (0.91). SWHFX was incepted earlier than VHCIX: SWHFX (26 years) vs VHCIX (23 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 : 26.66 vs. SWHFX (17.25). VHCIX return over 5 years is better than : 19.50 vs. SWHFX (-9.87).
| 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 | 23 years | - |
| Gain YTD | 3.724 | 6.013 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 20.4B | 3% |
| Annual Yield % from dividends | 0.91 | 1.55 | 59% |
| Returns for 1 year | 17.25 | 26.66 | 65% |
| Returns for 3 years | 6.68 | 24.53 | 27% |
| Returns for 5 years | -9.87 | 19.50 | -51% |
| Returns for 10 years | 15.81 | 122.48 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NMFAX | 17.66 | 0.12 | +0.68% |
| Nationwide BNY Mellon Dyn US Core A | |||
| RTNAX | 15.89 | 0.06 | +0.38% |
| Russell Inv Tax-Managed Intl Eq A | |||
| MVALX | 44.70 | 0.12 | +0.27% |
| Meridian Contrarian Legacy | |||
| ASQIX | 21.44 | -0.02 | -0.09% |
| American Century Small Company Inv | |||
| GQSCX | 19.32 | -0.06 | -0.31% |
| Glenmede Disciplined US Small Cap Eq Ptf | |||