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SHRSX vs VCITX
SHRSX vs VCITX Comparison
Open Charts SHRSX vs VCITX
Western Asset California Municipals IS
Price$13.52
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets213.24M
Vanguard CA Long-Term Tax-Exempt I
Price$11.03
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets5.57B
SHRSX vs VCITX Comparison Chart
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SHRSX vs. VCITX commentary
Apr 25, 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 SHRSX is a Hold and VCITX is a Hold.
FUNDAMENTALS
Fundamentals
VCITX has more cash in the bank: 5.57B vs. SHRSX (213M). VCITX (3.39) and SHRSX (3.28) have matching dividends . SHRSX was incepted earlier than VCITX: SHRSX (6 years) vs VCITX (39 years). SHRSX (0.54) is less costly to investors than VCITX (0.14). VCITX is a more actively managed with annual turnover of: 81.00 vs. SHRSX (4.00). VCITX has a lower initial minimum investment than SHRSX: VCITX (3000) vs SHRSX (1000000). SHRSX annual gain was more profitable for investors over the last year : 0.25 vs. VCITX (-3.00). SHRSX return over 5 years is better than : 1.64 vs. VCITX (-10.22).
| SHRSX | VCITX | SHRSX / VCITX | |
| Total Expense Ratio | 0.52 | 0.14 | 371% |
| Annual Report Gross Expense Ratio | 0.54 | 0.14 | 386% |
| Fund Existence | 6 years | 39 years | - |
| Gain YTD | -2.847 | -3.934 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 5.57B | 4% |
| Annual Yield % from dividends | 3.28 | 3.39 | 97% |
| Returns for 1 year | 0.25 | -3.00 | -8% |
| Returns for 3 years | 4.03 | -2.52 | -160% |
| Returns for 5 years | 1.64 | -10.22 | -16% |
| Returns for 10 years | N/A | -8.83 | - |
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