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OWCAX vs VCADX
OWCAX vs VCADX Comparison
Open Charts OWCAX vs VCADX
Old Westbury California Municipal Bd
Price$9.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard CA Interm-Term Tax-Exempt Adm
Price$11.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
OWCAX vs VCADX Comparison Chart
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OWCAX vs. VCADX commentary
Nov 14, 2024
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 OWCAX is a Hold and VCADX is a Hold.
FUNDAMENTALS
Fundamentals
VCADX has more cash in the bank: 16B vs. OWCAX (371M). VCADX pays higher dividends than OWCAX: VCADX (2.66) vs OWCAX (2.47). OWCAX was incepted earlier than VCADX: OWCAX (6 years) vs VCADX (23 years). OWCAX is a more actively managed with annual turnover of: 75.00 vs. VCADX (46.00). OWCAX has a lower initial minimum investment than VCADX: OWCAX (1000) vs VCADX (50000). OWCAX annual gain was more profitable for investors over the last year : 3.99 vs. VCADX (3.26). OWCAX return over 5 years is better than : 1.54 vs. VCADX (-5.02).
| OWCAX | VCADX | OWCAX / VCADX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 0.258 | -0.784 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 16B | 2% |
| Annual Yield % from dividends | 2.47 | 2.66 | 93% |
| Returns for 1 year | 3.99 | 3.26 | 122% |
| Returns for 3 years | -1.11 | -6.52 | 17% |
| Returns for 5 years | 1.54 | -5.02 | -31% |
| Returns for 10 years | N/A | -2.43 | - |
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