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FSMUX vs SWHYX
FSMUX vs SWHYX Comparison
Open Charts FSMUX vs SWHYX
Strategic Advisers Municipal Bond
Price$8.62
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets11.64B
Schwab Opportunistic Municipal Bond
Price$8.69
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets71.11M
FSMUX vs SWHYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMUX has more cash in the bank: 11.6B vs. SWHYX (71.1M). SWHYX (3.83) and FSMUX (3.83) have matching dividends . 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 : 1.41 vs. SWHYX (-0.01).
| 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 | -1.225 | -1.685 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 71.1M | 16,315% |
| Annual Yield % from dividends | 3.83 | 3.83 | 100% |
| Returns for 1 year | 1.41 | -0.01 | -18,644% |
| Returns for 3 years | 9.81 | 6.07 | 162% |
| Returns for 5 years | N/A | 5.66 | - |
| Returns for 10 years | N/A | 9.37 | - |
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