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SWHFX vs VHCIX
SWHFX vs VHCIX Comparison Chart in %
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SWHFX vs. VHCIX 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 VHCIX is a Hold.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 19.9B vs. SWHFX (679M). VHCIX pays higher dividends than SWHFX: VHCIX (1.61) vs SWHFX (0.94). 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 : 12.18 vs. SWHFX (10.45). VHCIX return over 5 years is better than : 26.02 vs. SWHFX (-0.12).
| 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 | 1.251 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 19.9B | 3% |
| Annual Yield % from dividends | 0.94 | 1.61 | 58% |
| Returns for 1 year | 10.45 | 12.18 | 86% |
| Returns for 3 years | 0.93 | 17.42 | 5% |
| Returns for 5 years | -0.12 | 26.02 | -0% |
| Returns for 10 years | 27.53 | 139.99 | 20% |
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