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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$16.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.15B
Vanguard CA Long-Term Tax-Exempt I
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.44B
TAFTX vs VCITX Comparison Chart in %
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TAFTX vs. VCITX commentary
Jun 28, 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: 5.44B 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 : -2.23 vs. VCITX (-3.24). TAFTX return over 5 years is better than : -8.64 vs. VCITX (-12.29).
| 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 | -2.695 | -3.322 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 5.44B | 58% |
| Annual Yield % from dividends | 3.03 | 3.48 | 87% |
| Returns for 1 year | -2.23 | -3.24 | 69% |
| Returns for 3 years | 1.07 | 0.42 | 257% |
| Returns for 5 years | -8.64 | -12.29 | 70% |
| Returns for 10 years | -4.14 | -6.78 | 61% |
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