Interact to see
Advertisement
Advertisement
SHMMX vs VWLUX
SHMMX vs VWLUX Comparison
Open Charts SHMMX vs VWLUX
Western Asset Managed Municipals A
Price$14.43
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets2.64B
Vanguard Long-Term Tax-Exempt Adm
Price$10.47
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets16.93B
SHMMX vs VWLUX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHMMX vs. VWLUX commentary
Jun 15, 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 VWLUX is a Hold.
FUNDAMENTALS
Fundamentals
VWLUX has more cash in the bank: 16.9B vs. SHMMX (2.64B). VWLUX pays higher dividends than SHMMX: VWLUX (3.69) vs SHMMX (3.46). SHMMX was incepted earlier than VWLUX: SHMMX (44 years) vs VWLUX (24 years). SHMMX (0.70) is less costly to investors than VWLUX (0.09). VWLUX is a more actively managed with annual turnover of: 28.00 vs. SHMMX (16.00). SHMMX has a lower initial minimum investment than VWLUX: SHMMX (1000) vs VWLUX (50000). SHMMX annual gain was more profitable for investors over the last year : -0.79 vs. VWLUX (-3.86). SHMMX return over 5 years is better than : 4.88 vs. VWLUX (-12.23).
| SHMMX | VWLUX | SHMMX / VWLUX | |
| Total Expense Ratio | 0.70 | 0.09 | 778% |
| Annual Report Gross Expense Ratio | 0.70 | 0.09 | 778% |
| Fund Existence | 44 years | 24 years | - |
| Gain YTD | -1.893 | -3.324 | 57% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.64B | 16.9B | 16% |
| Annual Yield % from dividends | 3.46 | 3.69 | 94% |
| Returns for 1 year | -0.79 | -3.86 | 20% |
| Returns for 3 years | 7.97 | -0.22 | -3,646% |
| Returns for 5 years | 4.88 | -12.23 | -40% |
| Returns for 10 years | 16.05 | -8.81 | -182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement