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SWHYX vs VWLUX
SWHYX vs VWLUX Comparison
Open Charts SWHYX vs VWLUX
Schwab Opportunistic Municipal Bond
Price$8.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.16M
Vanguard Long-Term Tax-Exempt Adm
Price$10.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.93B
SWHYX vs VWLUX Comparison Chart in %
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SWHYX vs. VWLUX commentary
Jun 21, 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 VWLUX is a Hold.
FUNDAMENTALS
Fundamentals
VWLUX has more cash in the bank: 16.9B vs. SWHYX (67.2M). SWHYX (3.84) and VWLUX (3.69) have matching dividends . SWHYX was incepted earlier than VWLUX: SWHYX (11 years) vs VWLUX (24 years). SWHYX (0.60) is less costly to investors than VWLUX (0.09). SWHYX is a more actively managed with annual turnover of: 181.00 vs. VWLUX (28.00). SWHYX has a lower initial minimum investment than VWLUX: SWHYX (0) vs VWLUX (50000). SWHYX annual gain was more profitable for investors over the last year : -1.27 vs. VWLUX (-3.86). SWHYX return over 5 years is better than : 0.51 vs. VWLUX (-12.31).
| SWHYX | VWLUX | SWHYX / VWLUX | |
| Total Expense Ratio | 0.50 | 0.09 | 556% |
| Annual Report Gross Expense Ratio | 0.60 | 0.09 | 667% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -2.283 | -3.324 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2M | 16.9B | 0% |
| Annual Yield % from dividends | 3.84 | 3.69 | 104% |
| Returns for 1 year | -1.27 | -3.86 | 33% |
| Returns for 3 years | 6.75 | -0.22 | -3,087% |
| Returns for 5 years | 0.51 | -12.31 | -4% |
| Returns for 10 years | 9.15 | -8.57 | -107% |
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