Ad is loading...
CATZX vs VWAHX
CATZX vs VWAHX Comparison
Open Charts CATZX vs VWAHX
Columbia Strategic Municipal Inc Inst
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.87B
Vanguard High-Yield Tax-Exempt
Price$10.75
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets16.24B
CATZX vs VWAHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CATZX vs. VWAHX commentary
Feb 27, 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 CATZX is a Hold and VWAHX is a Hold.
FUNDAMENTALS
Fundamentals
VWAHX has more cash in the bank: 16.2B vs. CATZX (1.87B). CATZX (3.70) and VWAHX (3.58) have matching dividends . CATZX was incepted earlier than VWAHX: CATZX (14 years) vs VWAHX (46 years). VWAHX is a more actively managed with annual turnover of: 35.00 vs. CATZX (19.00). CATZX has a lower initial minimum investment than VWAHX: CATZX (2000) vs VWAHX (3000). CATZX annual gain was more profitable for investors over the last year : 5.52 vs. VWAHX (0.56). CATZX return over 5 years is better than : 1.52 vs. VWAHX (-11.14).
| CATZX | VWAHX | CATZX / VWAHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 46 years | - |
| Gain YTD | 1.221 | 0.657 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 16.2B | 12% |
| Annual Yield % from dividends | 3.70 | 3.58 | 104% |
| Returns for 1 year | 5.52 | 0.56 | 982% |
| Returns for 3 years | 2.28 | -6.67 | -34% |
| Returns for 5 years | 1.52 | -11.14 | -14% |
| Returns for 10 years | 24.69 | -4.69 | -527% |
View a ticker or compare two or three
VS
VS
Ad is loading...