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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+$0.04 (+0.30%)
VolumeN/A
Net Assets210.55M
Vanguard CA Long-Term Tax-Exempt I
Price$11.03
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets5.45B
SHRSX vs VCITX Comparison Chart
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SHRSX vs. VCITX commentary
May 24, 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: 5.45B vs. SHRSX (211M). VCITX (3.45) and SHRSX (3.34) 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 (27.00). 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 : 0.19 vs. VCITX (-2.48). SHRSX return over 5 years is better than : -0.20 vs. VCITX (-12.05).
| 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 | -2.502 | -3.584 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 5.45B | 4% |
| Annual Yield % from dividends | 3.34 | 3.45 | 97% |
| Returns for 1 year | 0.19 | -2.48 | -8% |
| Returns for 3 years | 5.51 | -0.93 | -590% |
| Returns for 5 years | -0.20 | -12.05 | 2% |
| Returns for 10 years | N/A | -7.19 | - |
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