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SHMMX vs VWLTX
SHMMX vs VWLTX Comparison
Open Charts SHMMX vs VWLTX
Western Asset Managed Municipals A
Price$14.39
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.66B
Vanguard Long-Term Tax-Exempt
Price$10.45
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets16.89B
SHMMX vs VWLTX Comparison Chart
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SHMMX vs. VWLTX commentary
May 25, 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: 16.9B vs. SHMMX (2.66B). VWLTX (3.56) and SHMMX (3.42) have matching dividends . SHMMX was incepted earlier than VWLTX: SHMMX (44 years) vs VWLTX (48 years). SHMMX (0.70) is less costly to investors than VWLTX (0.17). VWLTX is a more actively managed with annual turnover of: 28.00 vs. SHMMX (16.00). 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 : 0.04 vs. VWLTX (-2.70). SHMMX return over 5 years is better than : 6.59 vs. VWLTX (-11.44).
| SHMMX | VWLTX | SHMMX / VWLTX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.70 | 0.17 | 412% |
| Fund Existence | 44 years | 48 years | - |
| Gain YTD | -2.592 | -3.509 | 74% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 16.9B | 16% |
| Annual Yield % from dividends | 3.42 | 3.56 | 96% |
| Returns for 1 year | 0.04 | -2.70 | -2% |
| Returns for 3 years | 6.01 | -2.27 | -264% |
| Returns for 5 years | 6.59 | -11.44 | -58% |
| Returns for 10 years | 15.39 | -9.07 | -170% |
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