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VMIIX vs VWLTX
VMIIX vs VWLTX Comparison
Open Charts VMIIX vs VWLTX
Invesco Municipal Income Y
Price$11.33
Change-$0.20 (-1.73%)
VolumeN/A
Net Assets3.19B
Vanguard Long-Term Tax-Exempt
Price$10.33
Change-$0.14 (-1.34%)
VolumeN/A
Net Assets17.28B
VMIIX vs VWLTX Comparison Chart
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VMIIX vs. VWLTX commentary
Apr 13, 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 VMIIX is a Hold and VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 17.3B vs. VMIIX (3.19B). VMIIX pays higher dividends than VWLTX: VMIIX (4.03) vs VWLTX (3.50). VMIIX was incepted earlier than VWLTX: VMIIX (20 years) vs VWLTX (48 years). VMIIX (0.79) is less costly to investors than VWLTX (0.17). VWLTX is a more actively managed with annual turnover of: 28.00 vs. VMIIX (17.00). VMIIX has a lower initial minimum investment than VWLTX: VMIIX (1000) vs VWLTX (3000). VMIIX annual gain was more profitable for investors over the last year : -0.77 vs. VWLTX (-2.79). VMIIX return over 5 years is better than : 6.11 vs. VWLTX (-10.29).
| VMIIX | VWLTX | VMIIX / VWLTX | |
| Total Expense Ratio | 0.79 | 0.17 | 465% |
| Annual Report Gross Expense Ratio | 0.79 | 0.17 | 465% |
| Fund Existence | 20 years | 48 years | - |
| Gain YTD | -4.252 | -3.324 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.19B | 17.3B | 18% |
| Annual Yield % from dividends | 4.03 | 3.50 | 115% |
| Returns for 1 year | -0.77 | -2.79 | 28% |
| Returns for 3 years | 1.36 | -5.10 | -27% |
| Returns for 5 years | 6.11 | -10.29 | -59% |
| Returns for 10 years | 13.03 | -10.53 | -124% |
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