Interact to see
Advertisement
Advertisement
TAFTX vs VCLAX
TAFTX vs VCLAX Comparison
Open Charts TAFTX vs VCLAX
American Funds Tax-Exempt Fund of CA A
Price$16.22
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets3.17B
Vanguard CA Long-Term Tax-Exempt Adm
Price$11.05
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets5.44B
TAFTX vs VCLAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TAFTX vs. VCLAX commentary
Jun 16, 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: 5.44B vs. TAFTX (3.17B). VCLAX pays higher dividends than TAFTX: VCLAX (3.56) vs TAFTX (3.03). 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 : -2.64 vs. VCLAX (-3.66). TAFTX return over 5 years is better than : -8.71 vs. VCLAX (-12.37).
| 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 | -2.874 | -3.409 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 5.44B | 58% |
| Annual Yield % from dividends | 3.03 | 3.56 | 85% |
| Returns for 1 year | -2.64 | -3.66 | 72% |
| Returns for 3 years | 1.58 | 1.06 | 148% |
| Returns for 5 years | -8.71 | -12.37 | 70% |
| Returns for 10 years | -4.54 | -6.93 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement