CFNLX vs VWALX

Both CFNLX and VWALX are mutual funds. CFNLX has a lower 5-year return than VWALX (0.99% vs 2.1%). CFNLX has a higher expense ratio than VWALX (0.57% vs 0.09%). Below is the comparison between CFNLX and VWALX.

CFNLX VWALX
Security Type Mutual fund Mutual fund
Segment Tax Exempt Fixed Income: Muni National Interm Tax Exempt Fixed Income: Muni National Interm
Family Commerce Vanguard
Net Assets $399.50M $14.36B
Expense Ratio 0.57% 0.09%
Management Style active active
Dividend Yield 1.62% 3.24%
Minimum Investment $3,000.00 $50,000.00
YTD Return -8.52% -12.28%
1-Year Return -5.62% -9.02%
3-Year Return -0.44% -0.06%
5-Year Return 0.99% 2.10%
10-Year Return 1.62% 3.15%

CFNLX

CFNLX description

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CFNLX performance & returns

YTD Return -8.52%
1-Month Return -1.21%
3-Month Return -5.62%
1-Year Return -5.62%
3-Year Return -0.44%
5-Year Return 0.99%
10-Year Return 1.62%
CFNLX expense ratio is 0.57%.

CFNLX holdings

Top 10 Holdings (16.80% of Total Assets)

Name Symbol % Assets
State Street Instl US Govt MMkt Premier GVMXX 7.13%
EL PASO TEX 5% N/A 1.39%
Sutter Health 3.7% N/A 1.17%
DU PAGE & WILL CNTYS ILL CMNTY SCH DIST NO 204 2% N/A 1.15%
UNIVERSITY N MEX UNIV REVS 0.11% N/A 1.11%
IOWA FIN AUTH SINGLE FAMILY MTG REV 0.11% N/A 1.11%
CLARK CNTY NEV SCH DIST 5% N/A 1.11%
WILL CNTY ILL CMNTY UNIT SCH DIST NO 365-U VY VIEW 0% N/A 1.05%
PENNSYLVANIA ST TPK COMMN TPK REV 5% N/A 0.83%
BROWARD CNTY FLA ARPT SYS REV 5% N/A 0.75%

CFNLX pros

The following are CFNLX strengths from our perspective:

  • CFNLX 15-year return is 3.09%, which is in line with the 15-year return of the benchmark index (Bloomberg Municipal 3-15 Yr Blend 2-17 TR USD), 3.39%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

CFNLX cons

The following are CFNLX weaknesses from our perspective:

  • CFNLX net assets are $399.50 million. This fund is not a popular choice with retail investors.
  • CFNLX 3-year return is -0.44%, which is lower than the 3-year return of the benchmark index (Bloomberg Municipal 3-15 Yr Blend 2-17 TR USD), -0.12%.
  • CFNLX 5-year return is 0.99%, which is lower than the 5-year return of the benchmark index (Bloomberg Municipal 3-15 Yr Blend 2-17 TR USD), 1.26%.
  • CFNLX 10-year return is 1.62%, which is lower than the 10-year return of the benchmark index (Bloomberg Municipal 3-15 Yr Blend 2-17 TR USD), 2.05%.
  • CFNLX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

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VWALX

VWALX description

The Fund seeks to provide high current income that is exempt from federal income taxes and to preserve investors' principal. The Fund invests at least 80% of its assets in longer-term, investment-grade municipal bonds, with ratings of Baa or higher, and up to 20% in bonds that are rated less than Baa or are unrated.

VWALX performance & returns

YTD Return -12.28%
1-Month Return -3.26%
3-Month Return -9.02%
1-Year Return -9.02%
3-Year Return -0.06%
5-Year Return 2.10%
10-Year Return 3.15%
VWALX expense ratio is 0.09%.

VWALX holdings

Top 10 Holdings (3.88% of Total Assets)

Name Symbol % Assets
PUERTO RICO SALES TAX FING CORP SALES TAX REV N/A 0.63%
BUCKEYE OHIO TOB SETTLEMENT FING AUTH N/A 0.48%
METROPOLITAN WASH D C ARPTS AUTH DULLES TOLL RD REV N/A 0.42%
TEXAS PRIVATE ACTIVITY BD SURFACE TRANSN CORP REV N/A 0.41%
NEW MEXICO MUN ENERGY ACQUISITION AUTH GAS SUPPLY REV N/A 0.37%
SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV N/A 0.35%
METROPOLITAN TRANSN AUTH N Y REV N/A 0.33%
WHITING IND ENVIRONMENTAL FACS REV N/A 0.30%
VIRGINIA SMALL BUSINESS FING AUTH PRIVATE ACTIVITY REV N/A 0.30%
MISSOURI ST HEALTH & EDL FACS AUTH HEALTH FACS REV N/A 0.29%

VWALX pros

The following are VWALX strengths from our perspective:

  • VWALX 3-year return is -0.06%, which is higher than the 3-year return of the benchmark index (Bloomberg Municipal TR USD), -0.34%.
  • VWALX 5-year return is 2.1%, which is higher than the 5-year return of the benchmark index (Bloomberg Municipal TR USD), 1.31%.
  • VWALX 10-year return is 3.15%, which is higher than the 10-year return of the benchmark index (Bloomberg Municipal TR USD), 2.25%.
  • VWALX 15-year return is 3.88%, which is higher than the 15-year return of the benchmark index (Bloomberg Municipal TR USD), 3.42%.
  • VWALX expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VWALX cons

None that we could think of.

Other relevant VWALX comparisons

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Or use Finny's Comparison Tool to create a comparison you'd like to see.
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