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SHMMX vs VWLUX
SHMMX vs VWLUX Comparison
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SHMMX vs VWLUX Comparison Chart in %
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SHMMX vs. VWLUX commentary
Sep 15, 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: 19B vs. SHMMX (2.23B). VWLUX pays higher dividends than SHMMX: VWLUX (3.90) vs SHMMX (3.56). SHMMX was incepted earlier than VWLUX: SHMMX (46 years) vs VWLUX (26 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 : 0.49 vs. VWLUX (-3.26). SHMMX return over 5 years is better than : 0.13 vs. VWLUX (-14.95).
| SHMMX | VWLUX | SHMMX / VWLUX | |
| Total Expense Ratio | 0.73 | 0.09 | 811% |
| Annual Report Gross Expense Ratio | 0.73 | 0.09 | 811% |
| Fund Existence | 46 years | 26 years | - |
| Gain YTD | -1.264 | -4.059 | 31% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 19B | 12% |
| Annual Yield % from dividends | 3.56 | 3.90 | 91% |
| Returns for 1 year | 0.49 | -3.26 | -15% |
| Returns for 3 years | 9.32 | -0.67 | -1,394% |
| Returns for 5 years | 0.13 | -14.95 | -1% |
| Returns for 10 years | 16.18 | -12.82 | -126% |
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