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SWHFX vs VGHAX
SWHFX vs VGHAX Comparison Chart in %
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SWHFX vs. VGHAX commentary
Jan 15, 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 VGHAX is a Hold.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 39.6B vs. SWHFX (679M). VGHAX pays higher dividends than SWHFX: VGHAX (1.06) vs SWHFX (0.94). SWHFX was incepted earlier than VGHAX: SWHFX (26 years) vs VGHAX (24 years). SWHFX (0.79) is less costly to investors than VGHAX (0.32). SWHFX is a more actively managed with annual turnover of: 64.00 vs. VGHAX (29.00). SWHFX has a lower initial minimum investment than VGHAX: SWHFX (0) vs VGHAX (50000). VGHAX annual gain was more profitable for investors over the last year : 11.85 vs. SWHFX (10.45). SWHFX return over 5 years is better than : -0.12 vs. VGHAX (-5.86).
| SWHFX | VGHAX | SWHFX / VGHAX | |
| Total Expense Ratio | 0.79 | 0.32 | 247% |
| Annual Report Gross Expense Ratio | 0.79 | 0.32 | 247% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 1.529 | 1.670 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 39.6B | 2% |
| Annual Yield % from dividends | 0.94 | 1.06 | 89% |
| Returns for 1 year | 10.45 | 11.85 | 88% |
| Returns for 3 years | 0.93 | -2.58 | -36% |
| Returns for 5 years | -0.12 | -5.86 | 2% |
| Returns for 10 years | 27.53 | 3.75 | 735% |
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