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CATZX vs VWLTX
CATZX vs VWLTX Comparison
Open Charts CATZX vs VWLTX
Columbia Strategic Municipal Inc Inst
Price$14.59
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets1.85B
Vanguard Long-Term Tax-Exempt
Price$10.78
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets17.54B
CATZX vs VWLTX Comparison Chart
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CATZX vs. VWLTX 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 VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 17.5B vs. CATZX (1.85B). CATZX pays higher dividends than VWLTX: CATZX (3.70) vs VWLTX (3.19). CATZX was incepted earlier than VWLTX: CATZX (14 years) vs VWLTX (47 years). VWLTX is a more actively managed with annual turnover of: 29.00 vs. CATZX (19.00). CATZX has a lower initial minimum investment than VWLTX: CATZX (2000) vs VWLTX (3000). CATZX annual gain was more profitable for investors over the last year : 3.62 vs. VWLTX (-1.91). CATZX return over 5 years is better than : 2.96 vs. VWLTX (-9.87).
| CATZX | VWLTX | CATZX / VWLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 47 years | - |
| Gain YTD | -0.681 | -0.462 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 17.5B | 11% |
| Annual Yield % from dividends | 3.70 | 3.19 | 116% |
| Returns for 1 year | 3.62 | -1.91 | -189% |
| Returns for 3 years | -3.10 | -10.31 | 30% |
| Returns for 5 years | 2.96 | -9.87 | -30% |
| Returns for 10 years | 21.46 | -8.50 | -253% |
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