Interact to see
Advertisement
Advertisement
CMBFX vs UTACX
CMBFX vs UTACX Comparison
Open Charts CMBFX vs UTACX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.97M
NYLI MacKay Utah Muni
Price$9.42
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets198.56M
CMBFX vs UTACX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMBFX vs. UTACX commentary
Jun 17, 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 UTACX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 287M vs. UTACX (199M). UTACX pays higher dividends than CMBFX: UTACX (2.96) vs CMBFX (2.46). CMBFX was incepted earlier than UTACX: CMBFX (41 years) vs UTACX (29 years). UTACX (1.54) is less costly to investors than CMBFX (0.60). UTACX is a more actively managed with annual turnover of: 34.00 vs. CMBFX (13.00). UTACX has a lower initial minimum investment than CMBFX: UTACX (1000) vs CMBFX (2000). CMBFX annual gain was more profitable for investors over the last year : 1.40 vs. UTACX (0.70). CMBFX return over 5 years is better than : 0.69 vs. UTACX (-4.70).
| CMBFX | UTACX | CMBFX / UTACX | |
| Total Expense Ratio | 0.56 | 1.10 | 51% |
| Annual Report Gross Expense Ratio | 0.60 | 1.54 | 39% |
| Fund Existence | 41 years | 29 years | - |
| Gain YTD | 0.157 | -0.378 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 199M | 144% |
| Annual Yield % from dividends | 2.46 | 2.96 | 83% |
| Returns for 1 year | 1.40 | 0.70 | 199% |
| Returns for 3 years | 6.67 | 3.75 | 178% |
| Returns for 5 years | 0.69 | -4.70 | -15% |
| Returns for 10 years | 14.72 | 6.00 | 245% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| USFI | 24.16 | N/A | N/A |
| BrandywineGLOBAL-U.S. Fixed Income ETF | |||
| MAYW | 31.69 | -0.13 | -0.42% |
| AllianzIM U.S. Large Cp Buffer20 May ETF | |||
| XMMO | 123.97 | -1.18 | -0.94% |
| Invesco S&P MidCap Momentum ETF | |||
| PIN | 26.29 | -0.41 | -1.54% |
| Invesco India ETF | |||
| ISCG | 47.87 | -0.91 | -1.86% |
| iShares Morningstar Small-Cap Growth ETF | |||