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CATZX vs VWALX
CATZX vs VWALX Comparison
Open Charts CATZX vs VWALX
Columbia Strategic Municipal Inc Inst
Price$14.24
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.75B
Vanguard High-Yield Tax-Exempt Adm
Price$10.38
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets16.2B
CATZX vs VWALX Comparison Chart
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CATZX vs. VWALX commentary
May 02, 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 (1.75B). CATZX (4.19) and VWALX (3.99) have matching dividends . CATZX was incepted earlier than VWALX: CATZX (15 years) vs VWALX (23 years). CATZX (0.57) is less costly to investors than VWALX (0.09). CATZX is a more actively managed with annual turnover of: 33.00 vs. VWALX (29.00). 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 : 2.78 vs. VWALX (-1.19). CATZX return over 5 years is better than : 7.78 vs. VWALX (-5.39).
| CATZX | VWALX | CATZX / VWALX | |
| Total Expense Ratio | 0.50 | 0.09 | 556% |
| Annual Report Gross Expense Ratio | 0.57 | 0.09 | 633% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -1.857 | -2.397 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 16.2B | 11% |
| Annual Yield % from dividends | 4.19 | 3.99 | 105% |
| Returns for 1 year | 2.78 | -1.19 | -233% |
| Returns for 3 years | 7.20 | -2.20 | -327% |
| Returns for 5 years | 7.78 | -5.39 | -144% |
| Returns for 10 years | 21.22 | -6.58 | -323% |
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