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FOTAX vs USVAX
FOTAX vs USVAX Comparison
Open Charts FOTAX vs USVAX
Nuveen Oregon Intermediate Muni Bd A
Price$9.57
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets182.91M
Victory VA Bond
Price$10.08
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets470.63M
FOTAX vs USVAX Comparison Chart
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FOTAX vs. USVAX commentary
May 22, 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 FOTAX is a Hold and USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 471M vs. FOTAX (183M). USVAX pays higher dividends than FOTAX: USVAX (3.09) vs FOTAX (2.79). FOTAX was incepted earlier than USVAX: FOTAX (26 years) vs USVAX (35 years). FOTAX (0.83) is less costly to investors than USVAX (0.59). FOTAX is a more actively managed with annual turnover of: 20.00 vs. USVAX (6.00). FOTAX has a lower initial minimum investment than USVAX: FOTAX (2500) vs USVAX (3000). FOTAX annual gain was more profitable for investors over the last year : 1.41 vs. USVAX (0.07). USVAX return over 5 years is better than : 2.49 vs. FOTAX (0.70).
| FOTAX | USVAX | FOTAX / USVAX | |
| Total Expense Ratio | 0.79 | 0.58 | 136% |
| Annual Report Gross Expense Ratio | 0.83 | 0.59 | 141% |
| Fund Existence | 26 years | 35 years | - |
| Gain YTD | -0.296 | -2.352 | 13% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 471M | 39% |
| Annual Yield % from dividends | 2.79 | 3.09 | 90% |
| Returns for 1 year | 1.41 | 0.07 | 1,950% |
| Returns for 3 years | 7.14 | 6.49 | 110% |
| Returns for 5 years | 0.70 | 2.49 | 28% |
| Returns for 10 years | 16.15 | 6.05 | 267% |
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