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TAFTX vs VCITX
TAFTX vs VCITX Comparison
Open Charts TAFTX vs VCITX
American Funds Tax-Exempt Fund of CA A
Price$16.17
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets3.15B
Vanguard CA Long-Term Tax-Exempt I
Price$11.00
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets5.45B
TAFTX vs VCITX Comparison Chart
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TAFTX vs. VCITX commentary
Jun 04, 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 TAFTX is a Hold and VCITX is a Hold.
FUNDAMENTALS
Fundamentals
VCITX has more cash in the bank: 5.45B vs. TAFTX (3.15B). VCITX pays higher dividends than TAFTX: VCITX (3.48) vs TAFTX (3.03). TAFTX was incepted earlier than VCITX: TAFTX (39 years) vs VCITX (39 years). TAFTX (0.57) is less costly to investors than VCITX (0.14). VCITX is a more actively managed with annual turnover of: 81.00 vs. TAFTX (23.00). TAFTX has a lower initial minimum investment than VCITX: TAFTX (1000) vs VCITX (3000). TAFTX annual gain was more profitable for investors over the last year : -1.65 vs. VCITX (-2.57). TAFTX return over 5 years is better than : -8.64 vs. VCITX (-12.41).
| TAFTX | VCITX | TAFTX / VCITX | |
| Total Expense Ratio | 0.57 | 0.14 | 407% |
| Annual Report Gross Expense Ratio | 0.57 | 0.14 | 407% |
| Fund Existence | 39 years | 39 years | - |
| Gain YTD | -3.174 | -3.759 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 5.45B | 58% |
| Annual Yield % from dividends | 3.03 | 3.48 | 87% |
| Returns for 1 year | -1.65 | -2.57 | 64% |
| Returns for 3 years | -2.50 | -3.53 | 71% |
| Returns for 5 years | -8.64 | -12.41 | 70% |
| Returns for 10 years | -4.67 | -6.97 | 67% |
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