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TAFTX vs VCLAX
TAFTX vs VCLAX Comparison
Open Charts TAFTX vs VCLAX
American Funds Tax-Exempt Fund of CA A
Price$16.20
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets3.15B
Vanguard CA Long-Term Tax-Exempt Adm
Price$11.03
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets5.45B
TAFTX vs VCLAX Comparison Chart
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TAFTX vs. VCLAX commentary
May 26, 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 VCLAX is a Hold.
FUNDAMENTALS
Fundamentals
VCLAX has more cash in the bank: 5.45B vs. TAFTX (3.15B). VCLAX pays higher dividends than TAFTX: VCLAX (3.52) vs TAFTX (3.00). TAFTX was incepted earlier than VCLAX: TAFTX (39 years) vs VCLAX (24 years). TAFTX (0.57) is less costly to investors than VCLAX (0.09). VCLAX is a more actively managed with annual turnover of: 81.00 vs. TAFTX (23.00). TAFTX has a lower initial minimum investment than VCLAX: TAFTX (1000) vs VCLAX (50000). TAFTX annual gain was more profitable for investors over the last year : -1.53 vs. VCLAX (-2.48). TAFTX return over 5 years is better than : -7.87 vs. VCLAX (-12.04).
| TAFTX | VCLAX | TAFTX / VCLAX | |
| Total Expense Ratio | 0.57 | 0.09 | 633% |
| Annual Report Gross Expense Ratio | 0.57 | 0.09 | 633% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | -2.994 | -3.584 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 5.45B | 58% |
| Annual Yield % from dividends | 3.00 | 3.52 | 85% |
| Returns for 1 year | -1.53 | -2.48 | 62% |
| Returns for 3 years | -0.29 | -0.93 | 31% |
| Returns for 5 years | -7.87 | -12.04 | 65% |
| Returns for 10 years | -4.82 | -7.18 | 67% |
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