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FKTIX vs SWHYX
FKTIX vs SWHYX Comparison
Open Charts FKTIX vs SWHYX
Franklin Federal Tax Free Income A1
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets7.81B
Schwab Opportunistic Municipal Bond
Price$8.47
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets68.56M
FKTIX vs SWHYX Comparison Chart in %
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FKTIX vs. SWHYX commentary
Jul 19, 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: 7.81B vs. SWHYX (68.6M). SWHYX pays higher dividends than FKTIX: SWHYX (4.29) vs FKTIX (3.78). 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 (9.61). 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 : -1.77 vs. SWHYX (-2.42). SWHYX return over 5 years is better than : -0.71 vs. FKTIX (-4.57).
| 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 | -2.839 | -2.998 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.81B | 68.6M | 11,391% |
| Annual Yield % from dividends | 3.78 | 4.29 | 88% |
| Returns for 1 year | -1.77 | -2.42 | 73% |
| Returns for 3 years | 3.32 | 2.90 | 114% |
| Returns for 5 years | -4.57 | -0.71 | 642% |
| Returns for 10 years | -2.46 | 8.89 | -28% |
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