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SWHFX vs VHCIX
SWHFX vs VHCIX Comparison Chart in %
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SWHFX vs. VHCIX commentary
Feb 04, 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 Buy and VHCIX is a Buy.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 19.9B vs. SWHFX (684M). VHCIX pays higher dividends than SWHFX: VHCIX (1.62) vs SWHFX (0.92). SWHFX was incepted earlier than VHCIX: SWHFX (26 years) vs VHCIX (22 years). SWHFX (0.79) is less costly to investors than VHCIX (0.09). SWHFX is a more actively managed with annual turnover of: 64.00 vs. VHCIX (4.00). SWHFX has a lower initial minimum investment than VHCIX: SWHFX (0) vs VHCIX (100000). VHCIX annual gain was more profitable for investors over the last year : 5.96 vs. SWHFX (5.59). VHCIX return over 5 years is better than : 24.08 vs. SWHFX (0.90).
| SWHFX | VHCIX | SWHFX / VHCIX | |
| Total Expense Ratio | 0.79 | 0.09 | 878% |
| Annual Report Gross Expense Ratio | 0.79 | 0.09 | 878% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 1.529 | -0.459 | -333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 19.9B | 3% |
| Annual Yield % from dividends | 0.92 | 1.62 | 57% |
| Returns for 1 year | 5.59 | 5.96 | 94% |
| Returns for 3 years | 3.05 | 17.05 | 18% |
| Returns for 5 years | 0.90 | 24.08 | 4% |
| Returns for 10 years | 32.08 | 146.61 | 22% |
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