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OPTAX vs VWALX
OPTAX vs VWALX Comparison
Open Charts OPTAX vs VWALX
Invesco AMT-Free Municipal Inc A
Price$6.52
Change-$0.01 (-0.15%)
VolumeN/A
Net Assets2.04B
Vanguard High-Yield Tax-Exempt Adm
Price$10.27
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets15.56B
OPTAX vs VWALX Comparison Chart in %
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OPTAX vs. VWALX commentary
Aug 07, 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 OPTAX is a Hold and VWALX is a Hold.
FUNDAMENTALS
Fundamentals
VWALX has more cash in the bank: 15.6B vs. OPTAX (2.04B). VWALX (4.10) and OPTAX (4.03) have matching dividends . OPTAX was incepted earlier than VWALX: OPTAX (49 years) vs VWALX (24 years). OPTAX (0.91) is less costly to investors than VWALX (0.09). VWALX is a more actively managed with annual turnover of: 29.00 vs. OPTAX (18.00). OPTAX has a lower initial minimum investment than VWALX: OPTAX (1000) vs VWALX (50000). OPTAX annual gain was more profitable for investors over the last year : -3.03 vs. VWALX (-5.20). OPTAX return over 5 years is better than : 0.05 vs. VWALX (-12.62).
| OPTAX | VWALX | OPTAX / VWALX | |
| Total Expense Ratio | 0.91 | 0.09 | 1,011% |
| Annual Report Gross Expense Ratio | 0.91 | 0.09 | 1,011% |
| Fund Existence | 49 years | 24 years | - |
| Gain YTD | -2.459 | -3.150 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 15.6B | 13% |
| Annual Yield % from dividends | 4.03 | 4.10 | 98% |
| Returns for 1 year | -3.03 | -5.20 | 58% |
| Returns for 3 years | 2.79 | -3.85 | -72% |
| Returns for 5 years | 0.05 | -12.62 | -0% |
| Returns for 10 years | 28.28 | -6.88 | -411% |
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