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CMBFX vs UTACX
CMBFX vs UTACX Comparison
Open Charts CMBFX vs UTACX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.71
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets296.56M
NYLI MacKay Utah Muni
Price$9.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets194.43M
CMBFX vs UTACX Comparison Chart in %
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CMBFX vs. UTACX commentary
Nov 26, 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: 297M vs. UTACX (194M). UTACX pays higher dividends than CMBFX: UTACX (3.20) vs CMBFX (2.45). CMBFX was incepted earlier than UTACX: CMBFX (41 years) vs UTACX (30 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 (12.00). CMBFX has a lower initial minimum investment than UTACX: CMBFX (2000) vs UTACX (2500). CMBFX annual gain was more profitable for investors over the last year : 3.50 vs. UTACX (3.31). CMBFX return over 5 years is better than : 2.86 vs. UTACX (-1.54).
| 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 | 30 years | - |
| Gain YTD | 3.796 | 3.713 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 194M | 153% |
| Annual Yield % from dividends | 2.45 | 3.20 | 77% |
| Returns for 1 year | 3.50 | 3.31 | 106% |
| Returns for 3 years | 10.13 | 8.23 | 123% |
| Returns for 5 years | 2.86 | -1.54 | -185% |
| Returns for 10 years | 16.70 | 9.62 | 174% |
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