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PFMIX vs VWLTX
PFMIX vs VWLTX Comparison
Open Charts PFMIX vs VWLTX
PIMCO Municipal Bond Instl
Price$9.14
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets4.07B
Vanguard Long-Term Tax-Exempt
Price$10.45
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets16.93B
PFMIX vs VWLTX Comparison Chart
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PFMIX vs. VWLTX commentary
Jun 12, 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: 16.9B vs. PFMIX (4.07B). PFMIX pays higher dividends than VWLTX: PFMIX (4.01) vs VWLTX (3.61). 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 : 0.78 vs. VWLTX (-3.33). PFMIX return over 5 years is better than : 2.80 vs. VWLTX (-12.49).
| 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 | -1.212 | -3.601 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 16.9B | 24% |
| Annual Yield % from dividends | 4.01 | 3.61 | 111% |
| Returns for 1 year | 0.78 | -3.33 | -23% |
| Returns for 3 years | 7.39 | -3.18 | -232% |
| Returns for 5 years | 2.80 | -12.49 | -22% |
| Returns for 10 years | 26.10 | -8.84 | -295% |
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