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TEFEX vs VCLAX
TEFEX vs VCLAX Comparison
Open Charts TEFEX vs VCLAX
American Funds Tax-Exempt Fund of CA F2
Price$16.18
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets3.15B
Vanguard CA Long-Term Tax-Exempt Adm
Price$11.01
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets5.44B
TEFEX vs VCLAX Comparison Chart
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TEFEX vs. VCLAX commentary
Jun 07, 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 TEFEX is a Hold and VCLAX is a Hold.
FUNDAMENTALS
Fundamentals
VCLAX has more cash in the bank: 5.44B vs. TEFEX (3.16B). VCLAX pays higher dividends than TEFEX: VCLAX (3.56) vs TEFEX (3.22). TEFEX was incepted earlier than VCLAX: TEFEX (17 years) vs VCLAX (24 years). TEFEX (0.38) is less costly to investors than VCLAX (0.09). VCLAX is a more actively managed with annual turnover of: 81.00 vs. TEFEX (23.00). TEFEX has a lower initial minimum investment than VCLAX: TEFEX (1000) vs VCLAX (50000). TEFEX annual gain was more profitable for investors over the last year : -2.51 vs. VCLAX (-3.33). TEFEX return over 5 years is better than : -8.44 vs. VCLAX (-12.10).
| TEFEX | VCLAX | TEFEX / VCLAX | |
| Total Expense Ratio | 0.38 | 0.09 | 422% |
| Annual Report Gross Expense Ratio | 0.38 | 0.09 | 422% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -3.114 | -3.497 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 5.44B | 58% |
| Annual Yield % from dividends | 3.22 | 3.56 | 90% |
| Returns for 1 year | -2.51 | -3.33 | 76% |
| Returns for 3 years | -2.17 | -3.01 | 72% |
| Returns for 5 years | -8.44 | -12.10 | 70% |
| Returns for 10 years | -4.38 | -6.71 | 65% |
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