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SHMMX vs VWLTX
SHMMX vs VWLTX Comparison
Open Charts SHMMX vs VWLTX
Western Asset Managed Municipals A
Price$14.86
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets2.97B
Vanguard Long-Term Tax-Exempt
Price$10.78
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets17.54B
SHMMX vs VWLTX Comparison Chart
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SHMMX vs. VWLTX commentary
Jan 11, 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 SHMMX is a Hold and VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 17.5B vs. SHMMX (2.97B). SHMMX (3.31) and VWLTX (3.19) have matching dividends . SHMMX was incepted earlier than VWLTX: SHMMX (44 years) vs VWLTX (47 years). SHMMX is a more actively managed with annual turnover of: 33.00 vs. VWLTX (29.00). SHMMX has a lower initial minimum investment than VWLTX: SHMMX (1000) vs VWLTX (3000). SHMMX annual gain was more profitable for investors over the last year : 1.85 vs. VWLTX (-1.91). SHMMX return over 5 years is better than : 4.21 vs. VWLTX (-9.87).
| SHMMX | VWLTX | SHMMX / VWLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 44 years | 47 years | - |
| Gain YTD | -0.535 | -0.462 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 17.5B | 17% |
| Annual Yield % from dividends | 3.31 | 3.19 | 104% |
| Returns for 1 year | 1.85 | -1.91 | -97% |
| Returns for 3 years | -1.85 | -10.31 | 18% |
| Returns for 5 years | 4.21 | -9.87 | -43% |
| Returns for 10 years | 17.31 | -8.50 | -204% |
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