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SWHYX vs VWLTX
SWHYX vs VWLTX Comparison
Open Charts SWHYX vs VWLTX
Schwab Opportunistic Municipal Bond
Price$8.61
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets69.21M
Vanguard Long-Term Tax-Exempt
Price$10.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.93B
SWHYX vs VWLTX Comparison Chart
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SWHYX vs. VWLTX commentary
Jun 07, 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: 16.9B vs. SWHYX (69.2M). SWHYX pays higher dividends than VWLTX: SWHYX (3.84) 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 : -0.63 vs. VWLTX (-3.15). SWHYX return over 5 years is better than : 1.15 vs. VWLTX (-11.89).
| 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 | -2.623 | -3.509 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 16.9B | 0% |
| Annual Yield % from dividends | 3.84 | 3.61 | 107% |
| Returns for 1 year | -0.63 | -3.15 | 20% |
| Returns for 3 years | 2.63 | -4.33 | -61% |
| Returns for 5 years | 1.15 | -11.89 | -10% |
| Returns for 10 years | 9.08 | -8.68 | -105% |
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