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SWHYX vs VWLUX
SWHYX vs VWLUX Comparison
Open Charts SWHYX vs VWLUX
Schwab Opportunistic Municipal Bond
Price$8.47
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets68.56M
Vanguard Long-Term Tax-Exempt Adm
Price$10.35
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets17.05B
SWHYX vs VWLUX Comparison Chart in %
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SWHYX vs. VWLUX 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 VWLUX is a Hold.
FUNDAMENTALS
Fundamentals
VWLUX has more cash in the bank: 17.1B vs. SWHYX (68.6M). SWHYX pays higher dividends than VWLUX: SWHYX (4.29) vs VWLUX (3.69). 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 : -2.42 vs. VWLUX (-5.04). SWHYX return over 5 years is better than : -0.71 vs. VWLUX (-14.08).
| 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 | -2.998 | -4.247 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.6M | 17.1B | 0% |
| Annual Yield % from dividends | 4.29 | 3.69 | 116% |
| Returns for 1 year | -2.42 | -5.04 | 48% |
| Returns for 3 years | 2.90 | -4.09 | -71% |
| Returns for 5 years | -0.71 | -14.08 | 5% |
| Returns for 10 years | 8.89 | -9.68 | -92% |
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