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RUNFX vs VWLUX
RUNFX vs VWLUX Comparison
Open Charts RUNFX vs VWLUX
JPMorgan Tax Free Bond R6
Price$10.47
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets729.21M
Vanguard Long-Term Tax-Exempt Adm
Price$10.43
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets17.28B
RUNFX vs VWLUX Comparison Chart
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RUNFX vs. VWLUX 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 VWLUX is a Hold.
FUNDAMENTALS
Fundamentals
VWLUX has more cash in the bank: 17.3B vs. RUNFX (729M). RUNFX pays higher dividends than VWLUX: RUNFX (3.80) vs VWLUX (3.58). RUNFX was incepted earlier than VWLUX: RUNFX (7 years) vs VWLUX (24 years). RUNFX (0.44) is less costly to investors than VWLUX (0.09). RUNFX is a more actively managed with annual turnover of: 55.00 vs. VWLUX (28.00). VWLUX has a lower initial minimum investment than RUNFX: VWLUX (50000) vs RUNFX (15000000). RUNFX annual gain was more profitable for investors over the last year : 0.83 vs. VWLUX (-3.52). RUNFX return over 5 years is better than : -1.28 vs. VWLUX (-11.40).
| RUNFX | VWLUX | RUNFX / VWLUX | |
| Total Expense Ratio | 0.40 | 0.09 | 444% |
| Annual Report Gross Expense Ratio | 0.44 | 0.09 | 489% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -1.893 | -3.878 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 50000 | 30,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 17.3B | 4% |
| Annual Yield % from dividends | 3.80 | 3.58 | 106% |
| Returns for 1 year | 0.83 | -3.52 | -24% |
| Returns for 3 years | -0.55 | -5.46 | 10% |
| Returns for 5 years | -1.28 | -11.40 | 11% |
| Returns for 10 years | N/A | -10.95 | - |
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