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OPTAX vs VWLTX
OPTAX vs VWLTX Comparison
Open Charts OPTAX vs VWLTX
Invesco AMT-Free Municipal Inc A
Price$6.52
Change-$0.01 (-0.15%)
VolumeN/A
Net Assets2.04B
Vanguard Long-Term Tax-Exempt
Price$10.46
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets17.03B
OPTAX vs VWLTX Comparison Chart in %
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OPTAX vs. VWLTX 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 VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 17B vs. OPTAX (2.04B). OPTAX pays higher dividends than VWLTX: OPTAX (4.03) vs VWLTX (3.66). OPTAX was incepted earlier than VWLTX: OPTAX (49 years) vs VWLTX (48 years). OPTAX (0.91) is less costly to investors than VWLTX (0.17). VWLTX is a more actively managed with annual turnover of: 28.00 vs. OPTAX (18.00). OPTAX has a lower initial minimum investment than VWLTX: OPTAX (1000) vs VWLTX (3000). OPTAX annual gain was more profitable for investors over the last year : -3.03 vs. VWLTX (-5.24). OPTAX return over 5 years is better than : 0.05 vs. VWLTX (-14.16).
| OPTAX | VWLTX | OPTAX / VWLTX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 49 years | 48 years | - |
| Gain YTD | -2.459 | -3.232 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 17B | 12% |
| Annual Yield % from dividends | 4.03 | 3.66 | 110% |
| Returns for 1 year | -3.03 | -5.24 | 58% |
| Returns for 3 years | 2.79 | -4.14 | -67% |
| Returns for 5 years | 0.05 | -14.16 | -0% |
| Returns for 10 years | 28.28 | -9.21 | -307% |
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