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SHMMX vs VWLUX
SHMMX vs VWLUX Comparison
Open Charts SHMMX vs VWLUX
SHMMX vs VWLUX Comparison Chart in %
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SHMMX vs. VWLUX 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 VWLUX is a Hold.
FUNDAMENTALS
Fundamentals
VWLUX has more cash in the bank: 19.4B vs. SHMMX (2.32B). VWLUX pays higher dividends than SHMMX: VWLUX (3.87) vs SHMMX (3.53). SHMMX was incepted earlier than VWLUX: SHMMX (45 years) vs VWLUX (25 years). SHMMX (0.73) is less costly to investors than VWLUX (0.09). VWLUX is a more actively managed with annual turnover of: 35.00 vs. SHMMX (6.00). 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 : 6.16 vs. VWLUX (2.20). SHMMX return over 5 years is better than : 1.82 vs. VWLUX (-13.30).
| SHMMX | VWLUX | SHMMX / VWLUX | |
| Total Expense Ratio | 0.73 | 0.09 | 811% |
| Annual Report Gross Expense Ratio | 0.73 | 0.09 | 811% |
| Fund Existence | 45 years | 25 years | - |
| Gain YTD | 0.972 | -1.476 | -66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 19.4B | 12% |
| Annual Yield % from dividends | 3.53 | 3.87 | 91% |
| 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 | -11.06 | -163% |
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