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SHMMX vs VWLTX
SHMMX vs VWLTX Comparison
Open Charts SHMMX vs VWLTX
Western Asset Managed Municipals A
Price$14.38
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets2.58B
Vanguard Long-Term Tax-Exempt
Price$10.45
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets17.05B
SHMMX vs VWLTX Comparison Chart in %
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SHMMX vs. VWLTX commentary
Aug 04, 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: 17.1B vs. SHMMX (2.58B). VWLTX (3.66) and SHMMX (3.50) have matching dividends . SHMMX was incepted earlier than VWLTX: SHMMX (44 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 : -1.62 vs. VWLTX (-4.57). SHMMX return over 5 years is better than : 2.26 vs. VWLTX (-13.99).
| SHMMX | VWLTX | SHMMX / VWLTX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.74 | 0.17 | 435% |
| Fund Existence | 44 years | 48 years | - |
| Gain YTD | -1.787 | -3.509 | 51% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 17.1B | 15% |
| Annual Yield % from dividends | 3.50 | 3.66 | 96% |
| Returns for 1 year | -1.62 | -4.57 | 35% |
| Returns for 3 years | 3.81 | -5.02 | -76% |
| Returns for 5 years | 2.26 | -13.99 | -16% |
| Returns for 10 years | 15.71 | -9.39 | -167% |
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