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SWYHX vs VTIVX
SWYHX vs VTIVX Comparison Chart in %
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SWYHX vs. VTIVX commentary
Sep 08, 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 SWYHX is a Buy and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 102B vs. SWYHX (923M). VTIVX pays higher dividends than SWYHX: VTIVX (2.04) vs SWYHX (1.89). SWYHX was incepted earlier than VTIVX: SWYHX (9 years) vs VTIVX (22 years). SWYHX (0.13) is less costly to investors than VTIVX (0.08). SWYHX is a more actively managed with annual turnover of: 14.00 vs. VTIVX (1.00). SWYHX has a lower initial minimum investment than VTIVX: SWYHX (0) vs VTIVX (1000). SWYHX annual gain was more profitable for investors over the last year : 15.64 vs. VTIVX (14.67). SWYHX return over 5 years is better than : 62.77 vs. VTIVX (36.08).
| SWYHX | VTIVX | SWYHX / VTIVX | |
| Total Expense Ratio | 0.08 | 0.08 | 100% |
| Annual Report Gross Expense Ratio | 0.13 | 0.08 | 163% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 13.063 | 13.751 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 102B | 1% |
| Annual Yield % from dividends | 1.89 | 2.04 | 93% |
| Returns for 1 year | 15.64 | 14.67 | 107% |
| Returns for 3 years | 53.11 | 48.09 | 110% |
| Returns for 5 years | 62.77 | 36.08 | 174% |
| Returns for 10 years | N/A | 97.70 | - |
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