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SWHYX vs VWLUX
SWHYX vs VWLUX Comparison
Open Charts SWHYX vs VWLUX
Schwab Opportunistic Municipal Bond
Price$8.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets71.11M
Vanguard Long-Term Tax-Exempt Adm
Price$10.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.89B
SWHYX vs VWLUX Comparison Chart
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SWHYX vs. VWLUX commentary
May 12, 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 (71.1M). SWHYX pays higher dividends than VWLUX: SWHYX (3.83) vs VWLUX (3.64). 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 : -0.01 vs. VWLUX (-2.76). SWHYX return over 5 years is better than : 5.66 vs. VWLUX (-9.05).
| 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 | -1.685 | -2.585 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.1M | 16.9B | 0% |
| Annual Yield % from dividends | 3.83 | 3.64 | 105% |
| Returns for 1 year | -0.01 | -2.76 | 0% |
| Returns for 3 years | 6.07 | -0.87 | -698% |
| Returns for 5 years | 5.66 | -9.05 | -63% |
| Returns for 10 years | 9.37 | -8.35 | -112% |
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