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RUNFX vs VWLTX
RUNFX vs VWLTX Comparison
Open Charts RUNFX vs VWLTX
JPMorgan Tax Free Bond R6
Price$10.47
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets729.21M
Vanguard Long-Term Tax-Exempt
Price$10.43
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets17.28B
RUNFX vs VWLTX Comparison Chart
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RUNFX vs. VWLTX commentary
Apr 16, 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 RUNFX is a Hold and VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 17.3B vs. RUNFX (729M). RUNFX pays higher dividends than VWLTX: RUNFX (3.80) vs VWLTX (3.50). RUNFX was incepted earlier than VWLTX: RUNFX (7 years) vs VWLTX (48 years). RUNFX (0.44) is less costly to investors than VWLTX (0.17). RUNFX is a more actively managed with annual turnover of: 55.00 vs. VWLTX (28.00). VWLTX has a lower initial minimum investment than RUNFX: VWLTX (3000) vs RUNFX (15000000). RUNFX annual gain was more profitable for investors over the last year : 0.83 vs. VWLTX (-3.52). RUNFX return over 5 years is better than : -1.28 vs. VWLTX (-11.41).
| RUNFX | VWLTX | RUNFX / VWLTX | |
| Total Expense Ratio | 0.40 | 0.17 | 235% |
| Annual Report Gross Expense Ratio | 0.44 | 0.17 | 259% |
| Fund Existence | 7 years | 48 years | - |
| Gain YTD | -1.893 | -3.878 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 17.3B | 4% |
| Annual Yield % from dividends | 3.80 | 3.50 | 108% |
| Returns for 1 year | 0.83 | -3.52 | -24% |
| Returns for 3 years | -0.55 | -5.47 | 10% |
| Returns for 5 years | -1.28 | -11.41 | 11% |
| Returns for 10 years | N/A | -10.96 | - |
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