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SWIRX vs VTTHX
SWIRX vs VTTHX Comparison Chart in %
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SWIRX vs. VTTHX commentary
Aug 25, 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 SWIRX is a Hold and VTTHX is a Hold.
FUNDAMENTALS
Fundamentals
VTTHX has more cash in the bank: 111B vs. SWIRX (651M). VTTHX pays higher dividends than SWIRX: VTTHX (2.36) vs SWIRX (2.15). SWIRX was incepted earlier than VTTHX: SWIRX (17 years) vs VTTHX (22 years). SWIRX (0.47) is less costly to investors than VTTHX (0.08). SWIRX is a more actively managed with annual turnover of: 11.00 vs. VTTHX (4.00). SWIRX has a lower initial minimum investment than VTTHX: SWIRX (0) vs VTTHX (1000). VTTHX annual gain was more profitable for investors over the last year : 11.32 vs. SWIRX (10.71). SWIRX return over 5 years is better than : 31.72 vs. VTTHX (20.14).
| SWIRX | VTTHX | SWIRX / VTTHX | |
| Total Expense Ratio | 0.45 | 0.08 | 563% |
| Annual Report Gross Expense Ratio | 0.47 | 0.08 | 587% |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 11.326 | 12.052 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 111B | 1% |
| Annual Yield % from dividends | 2.15 | 2.36 | 91% |
| Returns for 1 year | 10.71 | 11.32 | 95% |
| Returns for 3 years | 28.74 | 33.82 | 85% |
| Returns for 5 years | 31.72 | 20.14 | 158% |
| Returns for 10 years | 59.72 | 73.17 | 82% |
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