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SHMMX vs VWLTX
SHMMX vs VWLTX Comparison
Open Charts SHMMX vs VWLTX
Western Asset Managed Municipals A
Price$14.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Long-Term Tax-Exempt
Price$10.85
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SHMMX vs VWLTX Comparison Chart
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SHMMX vs. VWLTX commentary
Oct 30, 2024
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: 18B vs. SHMMX (3.11B). 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 : 11.66 vs. VWLTX (8.72). SHMMX return over 5 years is better than : 5.73 vs. VWLTX (-8.75).
| 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 | 2.098 | -1.364 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 18B | 17% |
| Annual Yield % from dividends | 3.31 | 3.19 | 104% |
| Returns for 1 year | 11.66 | 8.72 | 134% |
| Returns for 3 years | -0.99 | -10.11 | 10% |
| Returns for 5 years | 5.73 | -8.75 | -65% |
| Returns for 10 years | 18.37 | -6.76 | -272% |
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