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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 20.9B vs. SWHFX (677M). 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 : 29.42 vs. SWHFX (18.85). VHCIX return over 5 years is better than : 26.05 vs. SWHFX (-7.26).
| 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 | 10.035 | 13.998 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 20.9B | 3% |
| Annual Yield % from dividends | 0.91 | 1.55 | 59% |
| Returns for 1 year | 18.85 | 29.42 | 64% |
| Returns for 3 years | 12.95 | 35.17 | 37% |
| Returns for 5 years | -7.26 | 26.05 | -28% |
| Returns for 10 years | 23.53 | 141.17 | 17% |
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