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AFTEX vs VWIUX
AFTEX vs VWIUX Comparison
Open Charts AFTEX vs VWIUX
American Funds Tax-Exempt Bond A
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets24.03B
Vanguard Interm-Term Tx-Ex Adm
Price$13.50
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets77.07B
AFTEX vs VWIUX Comparison Chart
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AFTEX vs. VWIUX commentary
Jan 11, 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 AFTEX is a Hold and VWIUX is a Hold.
FUNDAMENTALS
Fundamentals
VWIUX has more cash in the bank: 77.1B vs. AFTEX (24B). VWIUX (2.88) and AFTEX (2.79) have matching dividends . AFTEX was incepted earlier than VWIUX: AFTEX (45 years) vs VWIUX (24 years). VWIUX is a more actively managed with annual turnover of: 43.00 vs. AFTEX (39.00). AFTEX has a lower initial minimum investment than VWIUX: AFTEX (250) vs VWIUX (50000). AFTEX annual gain was more profitable for investors over the last year : -0.90 vs. VWIUX (-1.38). AFTEX (-6.50) and VWIUX (-6.73) have equivalent 5 years return.
| AFTEX | VWIUX | AFTEX / VWIUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 24 years | - |
| Gain YTD | -0.726 | -0.221 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 77.1B | 31% |
| Annual Yield % from dividends | 2.79 | 2.88 | 97% |
| Returns for 1 year | -0.90 | -1.38 | 65% |
| Returns for 3 years | -8.00 | -6.99 | 114% |
| Returns for 5 years | -6.50 | -6.73 | 97% |
| Returns for 10 years | -3.77 | -5.43 | 69% |
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