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FKTIX vs SWHYX
FKTIX vs SWHYX Comparison
Open Charts FKTIX vs SWHYX
Franklin Federal Tax Free Income A1
Price$10.49
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets8.02B
Schwab Opportunistic Municipal Bond
Price$8.69
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets71.11M
FKTIX vs SWHYX Comparison Chart
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FKTIX vs. SWHYX commentary
May 13, 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: 8.02B vs. SWHYX (71.1M). SWHYX (3.83) and FKTIX (3.74) 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 : 1.12 vs. SWHYX (0.10). SWHYX return over 5 years is better than : 5.34 vs. FKTIX (-0.31).
| 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 | -1.591 | -1.685 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.02B | 71.1M | 11,284% |
| Annual Yield % from dividends | 3.74 | 3.83 | 98% |
| Returns for 1 year | 1.12 | 0.10 | 1,088% |
| Returns for 3 years | 6.30 | 6.63 | 95% |
| Returns for 5 years | -0.31 | 5.34 | -6% |
| Returns for 10 years | -1.68 | 9.68 | -17% |
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