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SWHFX vs VGHCX
SWHFX vs VGHCX Comparison Chart in %
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SWHFX vs. VGHCX commentary
Jul 07, 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 VGHCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGHCX has more cash in the bank: 36B vs. SWHFX (646M). VGHCX pays higher dividends than SWHFX: VGHCX (0.88) vs SWHFX (0.70). SWHFX was incepted earlier than VGHCX: SWHFX (25 years) vs VGHCX (41 years). SWHFX (0.79) is less costly to investors than VGHCX (0.35). SWHFX is a more actively managed with annual turnover of: 64.00 vs. VGHCX (29.00). SWHFX has a lower initial minimum investment than VGHCX: SWHFX (0) vs VGHCX (3000). SWHFX annual gain was more profitable for investors over the last year : -13.04 vs. VGHCX (-20.28). SWHFX return over 5 years is better than : -8.97 vs. VGHCX (-17.89).
| SWHFX | VGHCX | SWHFX / VGHCX | |
| Total Expense Ratio | 0.79 | 0.35 | 226% |
| Annual Report Gross Expense Ratio | 0.79 | 0.35 | 226% |
| Fund Existence | 25 years | 41 years | - |
| Gain YTD | 1.421 | -4.853 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 646M | 36B | 2% |
| Annual Yield % from dividends | 0.70 | 0.88 | 79% |
| Returns for 1 year | -13.04 | -20.28 | 64% |
| Returns for 3 years | -7.64 | -14.45 | 53% |
| Returns for 5 years | -8.97 | -17.89 | 50% |
| Returns for 10 years | -12.89 | -26.47 | 49% |
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