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SHMMX vs VWAHX
SHMMX vs VWAHX Comparison
Open Charts SHMMX vs VWAHX
SHMMX vs VWAHX Comparison Chart in %
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SHMMX vs. VWAHX commentary
Jul 01, 2026
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 SHMMX is a Hold and VWAHX is a Hold.
FUNDAMENTALS
Fundamentals
VWAHX has more cash in the bank: 17.6B vs. SHMMX (2.38B). VWAHX pays higher dividends than SHMMX: VWAHX (4.06) vs SHMMX (3.46). SHMMX was incepted earlier than VWAHX: SHMMX (45 years) vs VWAHX (48 years). SHMMX (0.74) is less costly to investors than VWAHX (0.17). VWAHX is a more actively managed with annual turnover of: 37.00 vs. SHMMX (6.00). SHMMX has a lower initial minimum investment than VWAHX: SHMMX (1000) vs VWAHX (3000). SHMMX annual gain was more profitable for investors over the last year : 7.27 vs. VWAHX (4.16). SHMMX return over 5 years is better than : 4.04 vs. VWAHX (-11.26).
| SHMMX | VWAHX | SHMMX / VWAHX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.74 | 0.17 | 435% |
| Fund Existence | 45 years | 48 years | - |
| Gain YTD | 2.423 | 1.128 | 215% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 17.6B | 14% |
| Annual Yield % from dividends | 3.46 | 4.06 | 85% |
| Returns for 1 year | 7.27 | 4.16 | 175% |
| Returns for 3 years | 11.89 | 2.77 | 429% |
| Returns for 5 years | 4.04 | -11.26 | -36% |
| Returns for 10 years | 19.18 | -8.07 | -237% |
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