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SWHFX vs VGHAX
SWHFX vs VGHAX Comparison Chart in %
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SWHFX vs. VGHAX commentary
Aug 18, 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 SWHFX is a Buy and VGHAX is a Buy.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 34.3B vs. SWHFX (629M). VGHAX pays higher dividends than SWHFX: VGHAX (0.97) vs SWHFX (0.72). SWHFX was incepted earlier than VGHAX: SWHFX (25 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). SWHFX annual gain was more profitable for investors over the last year : -17.61 vs. VGHAX (-23.89). SWHFX return over 5 years is better than : -11.80 vs. VGHAX (-20.28).
| SWHFX | VGHAX | SWHFX / VGHAX | |
| Total Expense Ratio | 0.79 | 0.32 | 247% |
| Annual Report Gross Expense Ratio | 0.79 | 0.32 | 247% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 1.937 | -3.577 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 34.3B | 2% |
| Annual Yield % from dividends | 0.72 | 0.97 | 74% |
| Returns for 1 year | -17.61 | -23.89 | 74% |
| Returns for 3 years | -9.54 | -17.63 | 54% |
| Returns for 5 years | -11.80 | -20.28 | 58% |
| Returns for 10 years | -15.05 | -26.87 | 56% |
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