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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$16.06
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets3.17B
Vanguard CA Long-Term Tax-Exempt Adm
Price$10.94
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets5.57B
TEFEX vs VCLAX Comparison Chart
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TEFEX vs. VCLAX commentary
Apr 24, 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: 5.57B vs. TEFEX (3.17B). VCLAX pays higher dividends than TEFEX: VCLAX (3.47) vs TEFEX (3.08). TEFEX was incepted earlier than VCLAX: TEFEX (17 years) vs VCLAX (23 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 : -2.30 vs. VCLAX (-3.26). TEFEX return over 5 years is better than : -7.00 vs. VCLAX (-10.60).
| 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 | 23 years | - |
| Gain YTD | -3.832 | -4.108 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 5.57B | 57% |
| Annual Yield % from dividends | 3.08 | 3.47 | 89% |
| Returns for 1 year | -2.30 | -3.26 | 70% |
| Returns for 3 years | -2.54 | -2.77 | 92% |
| Returns for 5 years | -7.00 | -10.60 | 66% |
| Returns for 10 years | -6.53 | -8.98 | 73% |
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