Interact to see
Advertisement
Advertisement
SHMMX vs VWALX
SHMMX vs VWALX Comparison
Open Charts SHMMX vs VWALX
SHMMX vs VWALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHMMX vs. VWALX 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 VWALX is a Hold.
FUNDAMENTALS
Fundamentals
VWALX has more cash in the bank: 17.6B vs. SHMMX (2.38B). VWALX pays higher dividends than SHMMX: VWALX (4.14) vs SHMMX (3.46). SHMMX was incepted earlier than VWALX: SHMMX (45 years) vs VWALX (25 years). SHMMX (0.74) is less costly to investors than VWALX (0.09). VWALX is a more actively managed with annual turnover of: 37.00 vs. SHMMX (6.00). SHMMX has a lower initial minimum investment than VWALX: SHMMX (1000) vs VWALX (50000). SHMMX annual gain was more profitable for investors over the last year : 7.27 vs. VWALX (4.16). SHMMX return over 5 years is better than : 4.04 vs. VWALX (-10.96).
| SHMMX | VWALX | SHMMX / VWALX | |
| Total Expense Ratio | 0.74 | 0.09 | 822% |
| Annual Report Gross Expense Ratio | 0.74 | 0.09 | 822% |
| Fund Existence | 45 years | 25 years | - |
| Gain YTD | 2.423 | 1.128 | 215% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 17.6B | 14% |
| Annual Yield % from dividends | 3.46 | 4.14 | 84% |
| Returns for 1 year | 7.27 | 4.16 | 175% |
| Returns for 3 years | 11.89 | 3.11 | 382% |
| Returns for 5 years | 4.04 | -10.96 | -37% |
| Returns for 10 years | 19.18 | -7.76 | -247% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement