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CMBFX vs IKSTX
CMBFX vs IKSTX Comparison
Open Charts CMBFX vs IKSTX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.38
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets290.23M
Carret Kansas Tax Exempt Bond Fund A
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets117.62M
CMBFX vs IKSTX Comparison Chart
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CMBFX vs. IKSTX 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 IKSTX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 290M vs. IKSTX (118M). CMBFX pays higher dividends than IKSTX: CMBFX (2.45) vs IKSTX (1.95). CMBFX was incepted earlier than IKSTX: CMBFX (41 years) vs IKSTX (23 years). IKSTX (0.99) is less costly to investors than CMBFX (0.60). CMBFX is a more actively managed with annual turnover of: 13.00 vs. IKSTX (10.00). CMBFX has a lower initial minimum investment than IKSTX: CMBFX (2000) vs IKSTX (5000). IKSTX annual gain was more profitable for investors over the last year : 2.37 vs. CMBFX (1.64). CMBFX return over 5 years is better than : 0.62 vs. IKSTX (-2.02).
| CMBFX | IKSTX | CMBFX / IKSTX | |
| Total Expense Ratio | 0.56 | 0.81 | 69% |
| Annual Report Gross Expense Ratio | 0.60 | 0.99 | 61% |
| Fund Existence | 41 years | 23 years | - |
| Gain YTD | -0.151 | 0.062 | -242% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 5000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 118M | 246% |
| Annual Yield % from dividends | 2.45 | 1.95 | 125% |
| Returns for 1 year | 1.64 | 2.37 | 69% |
| Returns for 3 years | 6.62 | 6.15 | 108% |
| Returns for 5 years | 0.62 | -2.02 | -31% |
| Returns for 10 years | 14.57 | 9.35 | 156% |
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