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PFMIX vs VWLTX
PFMIX vs VWLTX Comparison
Open Charts PFMIX vs VWLTX
PIMCO Municipal Bond Instl
Price$9.18
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets3.81B
Vanguard Long-Term Tax-Exempt
Price$10.49
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets17.28B
PFMIX vs VWLTX Comparison Chart
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PFMIX vs. VWLTX commentary
Apr 29, 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 PFMIX is a Hold and VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 17.3B vs. PFMIX (3.81B). PFMIX pays higher dividends than VWLTX: PFMIX (4.01) vs VWLTX (3.50). PFMIX was incepted earlier than VWLTX: PFMIX (27 years) vs VWLTX (48 years). PFMIX (0.44) is less costly to investors than VWLTX (0.17). PFMIX is a more actively managed with annual turnover of: 59.00 vs. VWLTX (28.00). VWLTX has a lower initial minimum investment than PFMIX: VWLTX (3000) vs PFMIX (1000000). PFMIX annual gain was more profitable for investors over the last year : 2.14 vs. VWLTX (-2.15). PFMIX return over 5 years is better than : 7.24 vs. VWLTX (-8.56).
| PFMIX | VWLTX | PFMIX / VWLTX | |
| Total Expense Ratio | 0.44 | 0.17 | 259% |
| Annual Report Gross Expense Ratio | 0.44 | 0.17 | 259% |
| Fund Existence | 27 years | 48 years | - |
| Gain YTD | -1.442 | -3.232 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 17.3B | 22% |
| Annual Yield % from dividends | 4.01 | 3.50 | 114% |
| Returns for 1 year | 2.14 | -2.15 | -100% |
| Returns for 3 years | 6.37 | -2.99 | -213% |
| Returns for 5 years | 7.24 | -8.56 | -85% |
| Returns for 10 years | 24.78 | -9.44 | -263% |
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