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FSMUX vs SWHYX
FSMUX vs SWHYX Comparison
Open Charts FSMUX vs SWHYX
Strategic Advisers Municipal Bond
Price$8.49
Change-$0.02 (-0.24%)
VolumeN/A
Net Assets12.57B
Schwab Opportunistic Municipal Bond
Price$8.47
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets68.56M
FSMUX vs SWHYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMUX has more cash in the bank: 12.6B vs. SWHYX (68.6M). SWHYX pays higher dividends than FSMUX: SWHYX (4.29) vs FSMUX (3.93). FSMUX was incepted earlier than SWHYX: FSMUX (4 years) vs SWHYX (11 years). SWHYX (0.60) is less costly to investors than FSMUX (0.44). SWHYX is a more actively managed with annual turnover of: 181.00 vs. FSMUX (48.00). FSMUX (0) and SWHYX (0) have matching initial minimum investment requirements. FSMUX annual gain was more profitable for investors over the last year : -0.86 vs. SWHYX (-2.42).
| FSMUX | SWHYX | FSMUX / SWHYX | |
| Total Expense Ratio | 0.19 | 0.50 | 38% |
| Annual Report Gross Expense Ratio | 0.44 | 0.60 | 73% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -2.058 | -2.998 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 68.6M | 18,367% |
| Annual Yield % from dividends | 3.93 | 4.29 | 92% |
| Returns for 1 year | -0.86 | -2.42 | 35% |
| Returns for 3 years | 6.44 | 2.90 | 222% |
| Returns for 5 years | N/A | -0.71 | - |
| Returns for 10 years | N/A | 8.89 | - |
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