CFNLX vs VWITX

Both CFNLX and VWITX are mutual funds. CFNLX has a lower 5-year return than VWITX (0.99% vs 1.25%). CFNLX has a higher expense ratio than VWITX (0.57% vs 0.17%). Below is the comparison between CFNLX and VWITX.

CFNLX VWITX
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 $2.88B
Expense Ratio 0.57% 0.17%
Management Style active active
Dividend Yield 1.62% 2.23%
Minimum Investment $3,000.00 $3,000.00
YTD Return -8.52% -8.81%
1-Year Return -5.62% -6.09%
3-Year Return -0.44% -0.13%
5-Year Return 0.99% 1.25%
10-Year Return 1.62% 2.02%

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%
CLARK CNTY NEV SCH DIST 5% N/A 1.11%
IOWA FIN AUTH SINGLE FAMILY MTG REV 0.11% N/A 1.11%
UNIVERSITY N MEX UNIV REVS 0.11% 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?

Other relevant CFNLX comparisons

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VWITX

VWITX description

The Fund seeks to provide investment in municipal debt issues with average maturities of 7 to 12 years.

VWITX performance & returns

YTD Return -8.81%
1-Month Return -1.58%
3-Month Return -6.09%
1-Year Return -6.09%
3-Year Return -0.13%
5-Year Return 1.25%
10-Year Return 2.02%
VWITX expense ratio is 0.17%.

VWITX holdings

Top 10 Holdings (1.44% of Total Assets)

Name Symbol % Assets
SOUTHEAST ALA GAS SUPPLY DIST GAS SUPPLY REV N/A 0.39%
PUERTO RICO SALES TAX FING CORP SALES TAX REV N/A 0.25%
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV N/A 0.23%
METROPOLITAN TRANSN AUTH N Y REV N/A 0.20%
MAIN STR NAT GAS INC GA GAS SUPPLY REV N/A 0.19%
UNIVERSITY CALIF REVS N/A 0.18%

VWITX pros

The following are VWITX strengths from our perspective:

  • VWITX 5-year return is 1.25%, which is higher than the 5-year return of the benchmark index (Bloomberg Municipal 1-15 Yr TR USD), 1.23%.
  • VWITX 10-year return is 2.02%, which is higher than the 10-year return of the benchmark index (Bloomberg Municipal 1-15 Yr TR USD), 1.94%.
  • VWITX 15-year return is 3.14%, which is in line with the 15-year return of the benchmark index (Bloomberg Municipal 1-15 Yr TR USD), 3.21%.
  • VWITX expense ratio is 0.17%, 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.

VWITX cons

The following are VWITX weaknesses from our perspective:

  • VWITX 3-year return is -0.13%, which is lower than the 3-year return of the benchmark index (Bloomberg Municipal 1-15 Yr TR USD), -0.05%.

Other relevant VWITX comparisons

You may also want to check out the following VWITX comparisons that investors often look for on Finny

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