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CMBFX vs UTACX
CMBFX vs UTACX Comparison
Open Charts CMBFX vs UTACX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.38
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets284.97M
NYLI MacKay Utah Muni
Price$9.39
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets197.66M
CMBFX vs UTACX Comparison Chart
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CMBFX vs. UTACX commentary
May 25, 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: 285M vs. UTACX (198M). UTACX pays higher dividends than CMBFX: UTACX (2.81) vs CMBFX (2.45). 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 : 1.82 vs. UTACX (1.08). CMBFX return over 5 years is better than : 0.36 vs. UTACX (-4.81).
| 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 | -0.413 | -0.966 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 198M | 144% |
| Annual Yield % from dividends | 2.45 | 2.81 | 87% |
| Returns for 1 year | 1.82 | 1.08 | 168% |
| Returns for 3 years | 5.61 | 2.70 | 208% |
| Returns for 5 years | 0.36 | -4.81 | -7% |
| Returns for 10 years | 14.08 | 5.28 | 267% |
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