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SHMMX vs VWLTX
SHMMX vs VWLTX Comparison
Open Charts SHMMX vs VWLTX
SHMMX vs VWLTX Comparison Chart in %
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SHMMX vs. VWLTX commentary
Aug 04, 2026
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: 19.4B vs. SHMMX (2.32B). VWLTX pays higher dividends than SHMMX: VWLTX (3.78) vs SHMMX (3.53). SHMMX was incepted earlier than VWLTX: SHMMX (45 years) vs VWLTX (49 years). SHMMX (0.73) is less costly to investors than VWLTX (0.17). VWLTX is a more actively managed with annual turnover of: 35.00 vs. SHMMX (6.00). 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 : 6.16 vs. VWLTX (2.20). SHMMX return over 5 years is better than : 1.82 vs. VWLTX (-13.30).
| SHMMX | VWLTX | SHMMX / VWLTX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 45 years | 49 years | - |
| Gain YTD | 0.972 | -1.476 | -66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 19.4B | 12% |
| Annual Yield % from dividends | 3.53 | 3.78 | 93% |
| Returns for 1 year | 6.16 | 2.20 | 280% |
| Returns for 3 years | 11.12 | 0.75 | 1,473% |
| Returns for 5 years | 1.82 | -13.30 | -14% |
| Returns for 10 years | 18.04 | -11.08 | -163% |
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