Interact to see
Advertisement
Advertisement
FKTIX vs SWHYX
FKTIX vs SWHYX Comparison
Open Charts FKTIX vs SWHYX
Franklin Federal Tax Free Income A1
Price$10.39
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets7.95B
Schwab Opportunistic Municipal Bond
Price$8.59
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets69.21M
FKTIX vs SWHYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FKTIX vs. SWHYX commentary
Jun 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 FKTIX is a Hold and SWHYX is a Hold.
FUNDAMENTALS
Fundamentals
FKTIX has more cash in the bank: 7.95B vs. SWHYX (69.2M). SWHYX (3.84) and FKTIX (3.78) have matching dividends . FKTIX was incepted earlier than SWHYX: FKTIX (42 years) vs SWHYX (11 years). FKTIX (0.64) is less costly to investors than SWHYX (0.60). SWHYX is a more actively managed with annual turnover of: 181.00 vs. FKTIX (15.32). SWHYX has a lower initial minimum investment than FKTIX: SWHYX (0) vs FKTIX (1000). FKTIX annual gain was more profitable for investors over the last year : 0.08 vs. SWHYX (-0.84). SWHYX return over 5 years is better than : 1.26 vs. FKTIX (-2.32).
| FKTIX | SWHYX | FKTIX / SWHYX | |
| Total Expense Ratio | 0.64 | 0.50 | 128% |
| Annual Report Gross Expense Ratio | 0.64 | 0.60 | 107% |
| Fund Existence | 42 years | 11 years | - |
| Gain YTD | -2.101 | -2.509 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.95B | 69.2M | 11,493% |
| Annual Yield % from dividends | 3.78 | 3.84 | 98% |
| Returns for 1 year | 0.08 | -0.84 | -9% |
| Returns for 3 years | 3.06 | 2.74 | 112% |
| Returns for 5 years | -2.32 | 1.26 | -183% |
| Returns for 10 years | -1.80 | 9.21 | -20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement