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SHMMX vs VWLTX
SHMMX vs VWLTX Comparison
Open Charts SHMMX vs VWLTX
Western Asset Managed Municipals A
Price$15.06
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.92B
Vanguard Long-Term Tax-Exempt
Price$10.91
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets17.56B
SHMMX vs VWLTX Comparison Chart
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SHMMX vs. VWLTX commentary
Feb 27, 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: 17.6B vs. SHMMX (2.92B). SHMMX (3.31) and VWLTX (3.19) have matching dividends . SHMMX was incepted earlier than VWLTX: SHMMX (44 years) vs VWLTX (48 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 : 3.35 vs. VWLTX (-0.09). SHMMX return over 5 years is better than : 2.88 vs. VWLTX (-11.01).
| SHMMX | VWLTX | SHMMX / VWLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 44 years | 48 years | - |
| Gain YTD | 0.891 | 0.646 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 17.6B | 17% |
| Annual Yield % from dividends | 3.31 | 3.19 | 104% |
| Returns for 1 year | 3.35 | -0.09 | -3,655% |
| Returns for 3 years | 2.44 | -6.36 | -38% |
| Returns for 5 years | 2.88 | -11.01 | -26% |
| Returns for 10 years | 18.45 | -6.77 | -272% |
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