Interact to see
Advertisement
Advertisement
SWHYX vs VWLTX
SWHYX vs VWLTX Comparison
Open Charts SWHYX vs VWLTX
Schwab Opportunistic Municipal Bond
Price$8.52
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets67.69M
Vanguard Long-Term Tax-Exempt
Price$10.40
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets17.05B
SWHYX vs VWLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWHYX vs. VWLTX commentary
Jul 18, 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 VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 17.1B vs. SWHYX (67.7M). SWHYX pays higher dividends than VWLTX: SWHYX (4.29) vs VWLTX (3.61). SWHYX was incepted earlier than VWLTX: SWHYX (11 years) vs VWLTX (48 years). SWHYX (0.60) is less costly to investors than VWLTX (0.17). SWHYX is a more actively managed with annual turnover of: 181.00 vs. VWLTX (28.00). SWHYX has a lower initial minimum investment than VWLTX: SWHYX (0) vs VWLTX (3000). SWHYX annual gain was more profitable for investors over the last year : -1.85 vs. VWLTX (-4.49). SWHYX return over 5 years is better than : -0.13 vs. VWLTX (-13.58).
| SWHYX | VWLTX | SWHYX / VWLTX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.60 | 0.17 | 353% |
| Fund Existence | 11 years | 48 years | - |
| Gain YTD | -2.427 | -3.693 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.7M | 17.1B | 0% |
| Annual Yield % from dividends | 4.29 | 3.61 | 119% |
| Returns for 1 year | -1.85 | -4.49 | 41% |
| Returns for 3 years | 3.51 | -3.54 | -99% |
| Returns for 5 years | -0.13 | -13.58 | 1% |
| Returns for 10 years | 9.53 | -9.17 | -104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement