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SWHRX vs VTTVX
SWHRX vs VTTVX Comparison Chart in %
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SWHRX vs. VTTVX commentary
Jun 26, 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: 74.2B vs. SWHRX (416M). SWHRX pays higher dividends than VTTVX: SWHRX (2.93) vs VTTVX (2.72). SWHRX was incepted earlier than VTTVX: SWHRX (17 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). SWHRX annual gain was more profitable for investors over the last year : 3.51 vs. VTTVX (3.33). SWHRX return over 5 years is better than : 16.51 vs. VTTVX (7.15).
| SWHRX | VTTVX | SWHRX / VTTVX | |
| Total Expense Ratio | 0.32 | 0.08 | 400% |
| Annual Report Gross Expense Ratio | 0.34 | 0.08 | 425% |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 4.685 | 5.404 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 74.2B | 1% |
| Annual Yield % from dividends | 2.93 | 2.72 | 108% |
| Returns for 1 year | 3.51 | 3.33 | 105% |
| Returns for 3 years | 15.03 | 18.17 | 83% |
| Returns for 5 years | 16.51 | 7.15 | 231% |
| Returns for 10 years | 24.31 | 29.24 | 83% |
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