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CMBFX vs UTACX
CMBFX vs UTACX Comparison
Open Charts CMBFX vs UTACX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets294.04M
NYLI MacKay Utah Muni
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets191.79M
CMBFX vs UTACX Comparison Chart in %
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CMBFX vs. UTACX commentary
Oct 19, 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: 294M vs. UTACX (192M). UTACX pays higher dividends than CMBFX: UTACX (3.21) 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 (12.00). CMBFX has a lower initial minimum investment than UTACX: CMBFX (2000) vs UTACX (2500). UTACX (3.19) and CMBFX (3.05) have marching annual gain over last year. CMBFX return over 5 years is better than : 3.39 vs. UTACX (-0.98).
| 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 | 3.489 | 3.524 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 192M | 153% |
| Annual Yield % from dividends | 2.46 | 3.21 | 77% |
| Returns for 1 year | 3.05 | 3.19 | 96% |
| Returns for 3 years | 11.58 | 9.88 | 117% |
| Returns for 5 years | 3.39 | -0.98 | -346% |
| Returns for 10 years | 16.27 | 9.42 | 173% |
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