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SHMMX vs VWALX
SHMMX vs VWALX Comparison
Open Charts SHMMX vs VWALX
SHMMX vs VWALX Comparison Chart in %
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SHMMX vs. VWALX commentary
Jun 08, 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 (2.39B). 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 : 7.60 vs. VWALX (3.99). SHMMX return over 5 years is better than : 3.89 vs. VWALX (-11.32).
| 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 | 1.946 | 0.470 | 414% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 17.6B | 14% |
| Annual Yield % from dividends | 3.46 | 4.14 | 84% |
| Returns for 1 year | 7.60 | 3.99 | 191% |
| Returns for 3 years | 11.61 | 2.83 | 410% |
| Returns for 5 years | 3.89 | -11.32 | -34% |
| Returns for 10 years | 19.95 | -6.93 | -288% |
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