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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$16.13
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets3.16B
Vanguard CA Long-Term Tax-Exempt I
Price$10.99
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets5.57B
TAFTX vs VCITX Comparison Chart
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TAFTX 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 TAFTX is a Hold and VCITX is a Hold.
FUNDAMENTALS
Fundamentals
VCITX has more cash in the bank: 5.57B vs. TAFTX (3.16B). VCITX pays higher dividends than TAFTX: VCITX (3.39) vs TAFTX (2.90). 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 : -2.38 vs. VCITX (-3.53). TAFTX return over 5 years is better than : -6.89 vs. VCITX (-10.63).
| 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 | -3.832 | -4.371 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 5.57B | 57% |
| Annual Yield % from dividends | 2.90 | 3.39 | 86% |
| Returns for 1 year | -2.38 | -3.53 | 67% |
| Returns for 3 years | -2.58 | -3.04 | 85% |
| Returns for 5 years | -6.89 | -10.63 | 65% |
| Returns for 10 years | -6.75 | -9.24 | 73% |
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