Interact to see
Advertisement
Advertisement
SWHRX vs VTTVX
SWHRX vs VTTVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWHRX vs. VTTVX commentary
Sep 07, 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 SWHRX is a Hold and VTTVX is a Hold.
FUNDAMENTALS
Fundamentals
VTTVX has more cash in the bank: 75.8B vs. SWHRX (424M). SWHRX pays higher dividends than VTTVX: SWHRX (2.80) vs VTTVX (2.58). SWHRX was incepted earlier than VTTVX: SWHRX (18 years) vs VTTVX (22 years). SWHRX (0.34) is less costly to investors than VTTVX (0.08). SWHRX is a more actively managed with annual turnover of: 12.00 vs. VTTVX (7.00). SWHRX has a lower initial minimum investment than VTTVX: SWHRX (0) vs VTTVX (1000). VTTVX annual gain was more profitable for investors over the last year : 5.42 vs. SWHRX (4.70). SWHRX return over 5 years is better than : 14.66 vs. VTTVX (5.96).
| SWHRX | VTTVX | SWHRX / VTTVX | |
| Total Expense Ratio | 0.32 | 0.08 | 400% |
| Annual Report Gross Expense Ratio | 0.34 | 0.08 | 425% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 9.161 | 10.594 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 75.8B | 1% |
| Annual Yield % from dividends | 2.80 | 2.58 | 108% |
| Returns for 1 year | 4.70 | 5.42 | 87% |
| Returns for 3 years | 21.42 | 25.50 | 84% |
| Returns for 5 years | 14.66 | 5.96 | 246% |
| Returns for 10 years | 35.96 | 42.98 | 84% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HPS | 15.01 | 0.15 | +0.98% |
| John Hancock Preferred Income Fund III | |||
| OPER | 100.22 | 0.04 | +0.04% |
| ClearShares Ultra-Short Maturity ETF | |||
| FMDE | 36.00 | 0.01 | +0.03% |
| Fidelity Enhanced Mid Cap ETF | |||
| THEQ | 27.22 | -0.07 | -0.25% |
| T. Rowe Price Hedged Equity ETF | |||
| VNAM | 22.64 | -0.39 | -1.68% |
| Global X MSCI Vietnam ETF | |||