Interact to see
Advertisement
Advertisement
SWHFX vs VHCIX
SWHFX vs VHCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWHFX vs. VHCIX commentary
Nov 14, 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 VHCIX is a Buy.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 18.6B vs. SWHFX (672M). VHCIX pays higher dividends than SWHFX: VHCIX (1.44) vs SWHFX (0.66). SWHFX was incepted earlier than VHCIX: SWHFX (25 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 : 4.67 vs. SWHFX (-2.43). VHCIX return over 5 years is better than : 30.61 vs. SWHFX (-4.42).
| SWHFX | VHCIX | SWHFX / VHCIX | |
| Total Expense Ratio | 0.79 | 0.09 | 878% |
| Annual Report Gross Expense Ratio | 0.79 | 0.09 | 878% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 14.292 | 12.314 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 18.6B | 4% |
| Annual Yield % from dividends | 0.66 | 1.44 | 46% |
| Returns for 1 year | -2.43 | 4.67 | -52% |
| Returns for 3 years | 1.39 | 16.57 | 8% |
| Returns for 5 years | -4.42 | 30.61 | -14% |
| Returns for 10 years | 5.93 | 121.52 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers