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FTABX vs VWLTX
FTABX vs VWLTX Comparison
Open Charts FTABX vs VWLTX
Fidelity Tax-Free Bond
Price$10.72
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets3.4B
Vanguard Long-Term Tax-Exempt
Price$10.55
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets17.28B
FTABX vs VWLTX Comparison Chart
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FTABX vs. VWLTX commentary
May 01, 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 FTABX is a Hold and VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 17.3B vs. FTABX (3.4B). VWLTX pays higher dividends than FTABX: VWLTX (3.50) vs FTABX (3.08). FTABX was incepted earlier than VWLTX: FTABX (24 years) vs VWLTX (48 years). FTABX (0.44) is less costly to investors than VWLTX (0.17). VWLTX is a more actively managed with annual turnover of: 28.00 vs. FTABX (15.00). VWLTX has a lower initial minimum investment than FTABX: VWLTX (3000) vs FTABX (25000). FTABX annual gain was more profitable for investors over the last year : 1.41 vs. VWLTX (-2.05). FTABX return over 5 years is better than : 8.12 vs. VWLTX (-8.78).
| FTABX | VWLTX | FTABX / VWLTX | |
| Total Expense Ratio | 0.25 | 0.17 | 147% |
| Annual Report Gross Expense Ratio | 0.44 | 0.17 | 259% |
| Fund Existence | 24 years | 48 years | - |
| Gain YTD | -1.626 | -3.047 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 17.3B | 20% |
| Annual Yield % from dividends | 3.08 | 3.50 | 88% |
| Returns for 1 year | 1.41 | -2.05 | -69% |
| Returns for 3 years | 6.73 | -2.80 | -240% |
| Returns for 5 years | 8.12 | -8.78 | -92% |
| Returns for 10 years | 23.06 | -9.27 | -249% |
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