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CATZX vs VWALX
CATZX vs VWALX Comparison
Open Charts CATZX vs VWALX
Columbia Strategic Municipal Inc Inst
Price$14.59
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets1.85B
Vanguard High-Yield Tax-Exempt Adm
Price$10.61
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets16.22B
CATZX vs VWALX Comparison Chart
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CATZX vs. VWALX commentary
Jan 09, 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 (1.85B). 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 : 3.62 vs. VWALX (-0.84). CATZX return over 5 years is better than : 2.96 vs. VWALX (-9.97).
| 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 | -0.681 | -0.469 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 16.2B | 11% |
| Annual Yield % from dividends | 3.70 | 3.66 | 101% |
| Returns for 1 year | 3.62 | -0.84 | -430% |
| Returns for 3 years | -3.10 | -10.80 | 29% |
| Returns for 5 years | 2.96 | -9.97 | -30% |
| Returns for 10 years | 21.46 | -6.15 | -349% |
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