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SHMMX vs VWLTX
SHMMX vs VWLTX Comparison
Open Charts SHMMX vs VWLTX
Western Asset Managed Municipals A
Price$14.96
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.58B
Vanguard Long-Term Tax-Exempt
Price$10.89
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets18.21B
SHMMX vs VWLTX Comparison Chart in %
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SHMMX vs. VWLTX commentary
Oct 21, 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: 18.2B vs. SHMMX (2.58B). VWLTX pays higher dividends than SHMMX: VWLTX (3.58) vs SHMMX (3.40). SHMMX was incepted earlier than VWLTX: SHMMX (45 years) vs VWLTX (48 years). SHMMX (0.74) 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 : 2.06 vs. VWLTX (-1.00). SHMMX return over 5 years is better than : 7.69 vs. VWLTX (-9.26).
| SHMMX | VWLTX | SHMMX / VWLTX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.74 | 0.17 | 435% |
| Fund Existence | 45 years | 48 years | - |
| Gain YTD | 2.705 | 0.462 | 586% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 18.2B | 14% |
| Annual Yield % from dividends | 3.40 | 3.58 | 95% |
| Returns for 1 year | 2.06 | -1.00 | -206% |
| Returns for 3 years | 17.02 | 8.10 | 210% |
| Returns for 5 years | 7.69 | -9.26 | -83% |
| Returns for 10 years | 20.18 | -6.06 | -333% |
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