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CMBFX vs FOTAX
CMBFX vs FOTAX Comparison
Open Charts CMBFX vs FOTAX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.37
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets289.52M
Nuveen Oregon Intermediate Muni Bd A
Price$9.55
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets182.91M
CMBFX vs FOTAX Comparison Chart
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CMBFX vs. FOTAX 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 CMBFX is a Hold and FOTAX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 290M vs. FOTAX (183M). FOTAX pays higher dividends than CMBFX: FOTAX (2.79) vs CMBFX (2.45). CMBFX was incepted earlier than FOTAX: CMBFX (41 years) vs FOTAX (26 years). FOTAX (0.83) is less costly to investors than CMBFX (0.60). FOTAX is a more actively managed with annual turnover of: 20.00 vs. CMBFX (13.00). CMBFX has a lower initial minimum investment than FOTAX: CMBFX (2000) vs FOTAX (2500). CMBFX annual gain was more profitable for investors over the last year : 1.55 vs. FOTAX (1.41). FOTAX return over 5 years is better than : 0.49 vs. CMBFX (0.36).
| CMBFX | FOTAX | CMBFX / FOTAX | |
| Total Expense Ratio | 0.56 | 0.79 | 71% |
| Annual Report Gross Expense Ratio | 0.60 | 0.83 | 72% |
| Fund Existence | 41 years | 26 years | - |
| Gain YTD | -0.413 | -0.504 | 82% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 183M | 158% |
| Annual Yield % from dividends | 2.45 | 2.79 | 88% |
| Returns for 1 year | 1.55 | 1.41 | 110% |
| Returns for 3 years | 6.07 | 6.70 | 91% |
| Returns for 5 years | 0.36 | 0.49 | 73% |
| Returns for 10 years | 14.27 | 15.91 | 90% |
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