Interact to see
Advertisement
Advertisement
MISHX vs SWHYX
MISHX vs SWHYX Comparison
Open Charts MISHX vs SWHYX
Schwab Opportunistic Municipal Bond
Price$8.47
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets68.56M
MISHX vs SWHYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MISHX 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 MISHX is a Hold and SWHYX is a Hold.
FUNDAMENTALS
Fundamentals
MISHX has more cash in the bank: 15.2B vs. SWHYX (68.6M). MISHX pays higher dividends than SWHYX: MISHX (4.64) vs SWHYX (4.29). MISHX was incepted earlier than SWHYX: MISHX (15 years) vs SWHYX (11 years). SWHYX (0.60) is less costly to investors than MISHX (0.22). SWHYX is a more actively managed with annual turnover of: 181.00 vs. MISHX (16.00). MISHX (0) and SWHYX (0) have matching initial minimum investment requirements. MISHX annual gain was more profitable for investors over the last year : -0.46 vs. SWHYX (-2.42). MISHX return over 5 years is better than : 5.41 vs. SWHYX (-0.71).
| MISHX | SWHYX | MISHX / SWHYX | |
| Total Expense Ratio | 0.22 | 0.50 | 44% |
| Annual Report Gross Expense Ratio | 0.22 | 0.60 | 37% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | -1.470 | -2.998 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 68.6M | 22,157% |
| Annual Yield % from dividends | 4.64 | 4.29 | 108% |
| Returns for 1 year | -0.46 | -2.42 | 19% |
| Returns for 3 years | 6.66 | 2.90 | 229% |
| Returns for 5 years | 5.41 | -0.71 | -760% |
| Returns for 10 years | 18.16 | 8.89 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement