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CFMOX vs UTAHX
CFMOX vs UTAHX Comparison
Open Charts CFMOX vs UTAHX
Commerce MO Tax-Free Int Bd
Price$18.10
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets229.7M
NYLI MacKay Utah Muni
Price$9.37
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets197.96M
CFMOX vs UTAHX Comparison Chart
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CFMOX vs. UTAHX commentary
May 23, 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 CFMOX is a Hold and UTAHX is a Hold.
FUNDAMENTALS
Fundamentals
CFMOX has more cash in the bank: 230M vs. UTAHX (198M). UTAHX pays higher dividends than CFMOX: UTAHX (3.24) vs CFMOX (2.45). CFMOX was incepted earlier than UTAHX: CFMOX (30 years) vs UTAHX (33 years). UTAHX (0.96) is less costly to investors than CFMOX (0.70). UTAHX is a more actively managed with annual turnover of: 34.00 vs. CFMOX (29.00). CFMOX (1000) and UTAHX (1000) have matching initial minimum investment requirements. CFMOX annual gain was more profitable for investors over the last year : 1.22 vs. UTAHX (1.07). UTAHX (-1.50) and CFMOX (-1.55) have equivalent 5 years return.
| CFMOX | UTAHX | CFMOX / UTAHX | |
| Total Expense Ratio | 0.70 | 0.90 | 78% |
| Annual Report Gross Expense Ratio | 0.70 | 0.96 | 73% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | -0.833 | -1.071 | 78% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 198M | 116% |
| Annual Yield % from dividends | 2.45 | 3.24 | 76% |
| Returns for 1 year | 1.22 | 1.07 | 114% |
| Returns for 3 years | 5.84 | 5.01 | 117% |
| Returns for 5 years | -1.55 | -1.50 | 103% |
| Returns for 10 years | 12.71 | 12.76 | 100% |
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