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SWHYX vs VWAHX
SWHYX vs VWAHX Comparison
Open Charts SWHYX vs VWAHX
Schwab Opportunistic Municipal Bond
Price$8.69
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets71.11M
Vanguard High-Yield Tax-Exempt
Price$10.34
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets15.81B
SWHYX vs VWAHX Comparison Chart
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SWHYX vs. VWAHX commentary
May 13, 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 SWHYX is a Hold and VWAHX is a Hold.
FUNDAMENTALS
Fundamentals
VWAHX has more cash in the bank: 15.8B vs. SWHYX (71.1M). VWAHX (3.91) and SWHYX (3.83) have matching dividends . SWHYX was incepted earlier than VWAHX: SWHYX (11 years) vs VWAHX (46 years). SWHYX (0.60) is less costly to investors than VWAHX (0.17). SWHYX is a more actively managed with annual turnover of: 181.00 vs. VWAHX (29.00). SWHYX has a lower initial minimum investment than VWAHX: SWHYX (0) vs VWAHX (3000). SWHYX annual gain was more profitable for investors over the last year : 0.10 vs. VWAHX (-2.54). SWHYX return over 5 years is better than : 5.34 vs. VWAHX (-6.47).
| SWHYX | VWAHX | SWHYX / VWAHX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.60 | 0.17 | 353% |
| Fund Existence | 11 years | 46 years | - |
| Gain YTD | -1.685 | -2.720 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.1M | 15.8B | 0% |
| Annual Yield % from dividends | 3.83 | 3.91 | 98% |
| Returns for 1 year | 0.10 | -2.54 | -4% |
| Returns for 3 years | 6.63 | -0.48 | -1,388% |
| Returns for 5 years | 5.34 | -6.47 | -82% |
| Returns for 10 years | 9.68 | -6.40 | -151% |
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