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SWHYX vs VWAHX
SWHYX vs VWAHX Comparison
Open Charts SWHYX vs VWAHX
Schwab Opportunistic Municipal Bond
Price$8.47
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets68.56M
Vanguard High-Yield Tax-Exempt
Price$10.15
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets15.75B
SWHYX vs VWAHX Comparison Chart in %
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SWHYX vs. VWAHX commentary
Jul 19, 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: 15.7B vs. SWHYX (68.6M). SWHYX pays higher dividends than VWAHX: SWHYX (4.29) vs VWAHX (3.95). SWHYX was incepted earlier than VWAHX: SWHYX (11 years) vs VWAHX (47 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 : -2.42 vs. VWAHX (-5.30). SWHYX return over 5 years is better than : -0.71 vs. VWAHX (-12.74).
| 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 | 47 years | - |
| Gain YTD | -2.998 | -4.503 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.6M | 15.7B | 0% |
| Annual Yield % from dividends | 4.29 | 3.95 | 109% |
| Returns for 1 year | -2.42 | -5.30 | 46% |
| Returns for 3 years | 2.90 | -4.05 | -72% |
| Returns for 5 years | -0.71 | -12.74 | 6% |
| Returns for 10 years | 8.89 | -7.78 | -114% |
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