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FKTIX vs SHMMX
FKTIX vs SHMMX Comparison
Open Charts FKTIX vs SHMMX
Franklin Federal Tax Free Income A1
Price$10.40
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets7.93B
Western Asset Managed Municipals A
Price$14.39
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.66B
FKTIX vs SHMMX Comparison Chart
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FKTIX vs. SHMMX commentary
May 25, 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 FKTIX is a Hold and SHMMX is a Hold.
FUNDAMENTALS
Fundamentals
FKTIX has more cash in the bank: 7.93B vs. SHMMX (2.66B). FKTIX pays higher dividends than SHMMX: FKTIX (3.74) vs SHMMX (3.42). FKTIX was incepted earlier than SHMMX: FKTIX (42 years) vs SHMMX (44 years). SHMMX (0.70) is less costly to investors than FKTIX (0.64). SHMMX (16.00) and FKTIX (15.32) have comparable annual turnover. FKTIX (4%) and SHMMX (4%) have equivalent initial investment costs. FKTIX (1000) and SHMMX (1000) have matching initial minimum investment requirements. FKTIX annual gain was more profitable for investors over the last year : 0.72 vs. SHMMX (0.04). SHMMX return over 5 years is better than : 6.59 vs. FKTIX (-2.59).
| FKTIX | SHMMX | FKTIX / SHMMX | |
| Total Expense Ratio | 0.64 | 0.70 | 91% |
| Annual Report Gross Expense Ratio | 0.64 | 0.70 | 91% |
| Fund Existence | 42 years | 44 years | - |
| Gain YTD | -2.621 | -2.592 | 101% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.93B | 2.66B | 298% |
| Annual Yield % from dividends | 3.74 | 3.42 | 110% |
| Returns for 1 year | 0.72 | 0.04 | 1,605% |
| Returns for 3 years | 4.51 | 6.01 | 75% |
| Returns for 5 years | -2.59 | 6.59 | -39% |
| Returns for 10 years | -2.87 | 15.39 | -19% |
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