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CMBFX vs UTACX
CMBFX vs UTACX Comparison
Open Charts CMBFX vs UTACX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets287.32M
NYLI MacKay Utah Muni
Price$9.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets185.69M
CMBFX vs UTACX Comparison Chart in %
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CMBFX vs. UTACX commentary
Aug 09, 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 (186M). UTACX pays higher dividends than CMBFX: UTACX (3.23) 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 : 1.17 vs. UTACX (0.78). CMBFX return over 5 years is better than : 0.02 vs. UTACX (-4.95).
| 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 | 1.029 | 0.493 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 186M | 154% |
| Annual Yield % from dividends | 2.48 | 3.23 | 77% |
| Returns for 1 year | 1.17 | 0.78 | 150% |
| Returns for 3 years | 4.85 | 2.01 | 242% |
| Returns for 5 years | 0.02 | -4.95 | -0% |
| Returns for 10 years | 14.51 | 6.62 | 219% |
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