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OWCAX vs VCAIX
OWCAX vs VCAIX Comparison
Open Charts OWCAX vs VCAIX
Old Westbury California Municipal Bd
Price$9.72
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Vanguard CA Interm-Term Tax-Exempt I
Price$11.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
OWCAX vs VCAIX Comparison Chart
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OWCAX vs. VCAIX 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 VCAIX is a Hold.
FUNDAMENTALS
Fundamentals
VCAIX has more cash in the bank: 16B vs. OWCAX (371M). VCAIX (2.58) and OWCAX (2.47) have matching dividends . OWCAX was incepted earlier than VCAIX: OWCAX (6 years) vs VCAIX (31 years). OWCAX is a more actively managed with annual turnover of: 75.00 vs. VCAIX (46.00). OWCAX has a lower initial minimum investment than VCAIX: OWCAX (1000) vs VCAIX (3000). OWCAX annual gain was more profitable for investors over the last year : 3.99 vs. VCAIX (3.26). OWCAX return over 5 years is better than : 1.54 vs. VCAIX (-5.03).
| OWCAX | VCAIX | OWCAX / VCAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 31 years | - |
| Gain YTD | 0.258 | -0.784 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 16B | 2% |
| Annual Yield % from dividends | 2.47 | 2.58 | 96% |
| Returns for 1 year | 3.99 | 3.26 | 122% |
| Returns for 3 years | -1.11 | -6.53 | 17% |
| Returns for 5 years | 1.54 | -5.03 | -31% |
| Returns for 10 years | N/A | -2.45 | - |
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