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CATZX vs VWALX
CATZX vs VWALX Comparison
Open Charts CATZX vs VWALX
Columbia Strategic Municipal Inc Inst
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.87B
Vanguard High-Yield Tax-Exempt Adm
Price$10.75
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets16.24B
CATZX vs VWALX Comparison Chart
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CATZX vs. VWALX 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 VWALX is a Hold.
FUNDAMENTALS
Fundamentals
VWALX has more cash in the bank: 16.2B vs. CATZX (1.87B). CATZX (3.70) and VWALX (3.66) have matching dividends . CATZX was incepted earlier than VWALX: CATZX (14 years) vs VWALX (23 years). VWALX is a more actively managed with annual turnover of: 35.00 vs. CATZX (19.00). CATZX has a lower initial minimum investment than VWALX: CATZX (2000) vs VWALX (50000). CATZX annual gain was more profitable for investors over the last year : 5.52 vs. VWALX (0.56). CATZX return over 5 years is better than : 1.52 vs. VWALX (-11.13).
| CATZX | VWALX | CATZX / VWALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 1.221 | 0.657 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 16.2B | 12% |
| Annual Yield % from dividends | 3.70 | 3.66 | 101% |
| Returns for 1 year | 5.52 | 0.56 | 982% |
| Returns for 3 years | 2.28 | -6.66 | -34% |
| Returns for 5 years | 1.52 | -11.13 | -14% |
| Returns for 10 years | 24.69 | -4.67 | -528% |
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