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CMBFX vs UTACX
CMBFX vs UTACX Comparison
Open Charts CMBFX vs UTACX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.65
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets293M
NYLI MacKay Utah Muni
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets189.14M
CMBFX vs UTACX Comparison Chart in %
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CMBFX vs. UTACX commentary
Sep 16, 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: 293M vs. UTACX (189M). UTACX pays higher dividends than CMBFX: UTACX (3.24) vs CMBFX (2.48). 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 : 2.06 vs. UTACX (1.89). CMBFX return over 5 years is better than : 2.34 vs. UTACX (-2.34).
| 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 | 2.745 | 2.490 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 189M | 155% |
| Annual Yield % from dividends | 2.48 | 3.24 | 76% |
| Returns for 1 year | 2.06 | 1.89 | 109% |
| Returns for 3 years | 9.52 | 7.31 | 130% |
| Returns for 5 years | 2.34 | -2.34 | -100% |
| Returns for 10 years | 16.26 | 8.85 | 184% |
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