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CATZX vs VWALX
CATZX vs VWALX Comparison
Open Charts CATZX vs VWALX
Columbia Strategic Municipal Inc Inst
Price$14.34
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets1.65B
Vanguard High-Yield Tax-Exempt Adm
Price$10.51
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets15.64B
CATZX vs VWALX Comparison Chart in %
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CATZX vs. VWALX commentary
Sep 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 CATZX is a Hold and VWALX is a Hold.
FUNDAMENTALS
Fundamentals
VWALX has more cash in the bank: 15.6B vs. CATZX (1.65B). CATZX (4.17) and VWALX (4.10) have matching dividends . CATZX was incepted earlier than VWALX: CATZX (15 years) vs VWALX (24 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 : -1.28 vs. VWALX (-3.45). CATZX return over 5 years is better than : 1.97 vs. VWALX (-10.18).
| 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 | 24 years | - |
| Gain YTD | -0.247 | -1.455 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 15.6B | 11% |
| Annual Yield % from dividends | 4.17 | 4.10 | 102% |
| Returns for 1 year | -1.28 | -3.45 | 37% |
| Returns for 3 years | 12.21 | 1.90 | 644% |
| Returns for 5 years | 1.97 | -10.18 | -19% |
| Returns for 10 years | 23.09 | -4.82 | -479% |
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