Performance charts for Vanguard Intermediate-Term Tax-Exempt Fund (VWITX) including intraday, historical and comparison charts, technical analysis and trend lines. The fund invests in high-quality municipal bonds and has a predicable duration profile of about 5–6 years. Does maturity enter into it at all? What are the most important factors that increase the risk in VWLTX / VWLUX over VWITX / VWIUX?? Figure 3: Relative 5-year Performance of VWIUX to Other Funds. Below is the comparison between VWITX and VWIUX. How about the lower number of bonds? A high-level overview of Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares Inv (VWITX) stock. positively correlated other funds are The ETF alternatives to VWITX listed below consist of (1) ETFs which track Barclays Capital 7-Year Municipal Bond Index, and (2) ETFs which track other indexes in the same ETFdb.com Category as Barclays Capital 7-Year Municipal Bond Index. Within the Vanguard Mutual Funds family of funds, the most positively correlated other funds are California Intermediate-Term Tax-Exempt Admiral Shares, Pennsylvania Long-Term Tax-Exempt Admiral … Start a free trial. Browse photography collections for the ideal royalty free photo for creative projects. Re: VWAHX vs. VWITX Holding muni bonds in a tax deferred or tax free account (IRA, ROTH IRA, 401-K, ROTH 401-K) generally is NOT a good idea, as the accounts are already not being taxed. 1. Find real-time VWITX - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares stock quotes, company profile, news and forecasts from CNN Business. Is it the increased percentage of BBB and lower percentage of AAA/AA? The top two sectors represented here are state and local general obligation bonds and education bonds. Wellington and Wellesley both invest in dividend-paying stocks as well as bonds, but there are some crucial differences. There are 28 other funds we track which provide a return similar to VWIUX. Learn more about VWIUX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Vanguard offers a wealth of funds for any investor's appetite. Outside of the Vanguard Mutual Funds family, the most positively Find the latest Vanguard Intermediate-Term Tax- (VWIUX) stock quote, history, news and other vital information to help you with your stock trading and investing. Find the latest Vanguard Intermediate-Term Tax- (VWIUX) stock quote, history, news and other vital information to help you with your stock trading and investing. 3. We're sorry but project doesn't work properly without JavaScript enabled. As the information becomes available, we'll update this page with 2020 state-specific tax information for Vanguard Municipal Bond Funds, as well as how the Indiana and … Source: Morningstar Principia data through June 30, 2012. Is it the increased duration of 7.3 yrs vs 5.8 yrs? See State Farm Municipal Bond Fund (SFBDX) mutual fund ratings from all the top fund analysts in one place. View mutual fund news, mutual fund market and mutual fund interest rates. Get Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Your attending is referring to this funds available at Vanguard: The Ohio Long Term Tax Exempt Fund buys munis in Ohio and currently yields 1.6%, but that is free of both federal and Ohio state tax. We will explain the similarities and differences between Vanguard Wellesley and Wellington to help you decide which … Figure 3 is the truth-teller in … See Vanguard Intermediate-Term Tax-Exempt Fd (VWITX) mutual fund ratings from all the top fund analysts in one place. Both VWITX and VWIUX are mutual funds. Source: Morningstar Principia data through June 30, 2012. Is it the increased percentage of BBB and lower percentage of AAA/AA? iShares - California AMT-Free Muni Bond ETF. The Intermediate-Term Tax-Exempt Admiral Shares fund is a mutual fund within the Vanguard Mutual Funds family. I was initially thinking of investing in VWITX but the admiral shares require 50k initial investment and have a 0.09% ER while VTEB seems to be pretty similar, without the large initial investment requirement and has a 0.08% ER. VWITX is down 2.2% YTD, but has advanced 4% annually during the past decade. © 2016 SimilarStocks.com, All Rights Reserved, California Intermediate-Term Tax-Exempt Admiral Shares, Pennsylvania Long-Term Tax-Exempt Admiral Shares, New York Long-Term Tax-Exempt Admiral Shares, iShares - National AMT-Free Muni Bond ETF, iShares - New York AMT-Free Muni Bond ETF, SPDR - Nuveen Barclays California Municipal Bond, iShares - California AMT-Free Muni Bond ETF, Intermediate-Term Bond Index Admiral Shares, Intermediate-Term Investment-Grade Admiral Shares, Nuveen Barclays California Municipal Bond, iBoxx $ Investment Grade Corporate Bond ETF, Short-Term Inflation-Protected Securities Index Admiral Shares, Emerging Markets Stock Index Admiral Shares. We're sorry but project doesn't work properly without JavaScript enabled. correlated other funds are Performance charts for Vanguard Intermediate-Term Tax-Exempt Fund (VWIUX) including intraday, historical and comparison charts, technical analysis and trend lines. 1. California Intermediate-Term Tax-Exempt Admiral Shares, Pennsylvania Long-Term Tax-Exempt Admiral Shares, New York Long-Term Tax-Exempt Admiral Shares, Long-Term Tax-Exempt Admiral Shares, Intermediate-Term Tax-Exempt. Start a 14 … If one goes back further than 10 years including the full 2007-2008 downturn VWIUX/VWITX Vanguard's intermediate tax exempt fund has outperformed all the aforementioned funds including the Hartford funds. 856 vs 2875 5. VWITX: Vanguard Intermediate Term Tax-Exempt Fund - Class Information. VWITX has a higher expense ratio than VWIUX (0.17% vs 0.09%). So if you're investing, say, $100k, then that comes out to be about $3000 of extra taxable income for VWINX vs. VTMFX. Learn about VWIUX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. VWITX has a lower 5-year return than VWIUX (3.56% vs 3.65%). View mutual fund news, mutual fund market and … History of Fund/Manager. I'm looking to add bonds to my overall portfolio in my taxable account. The Intermediate-Term Tax-Exempt Admiral Shares fund is a mutual fund within the Vanguard Mutual Funds family. See Vanguard Intermediate-Term Tax-Exempt Fd … The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. SPDR - Nuveen Barclays Municipal Bond, 856 vs 2875 5. Get the lastest Fund Profile for Vanguard Intermediate-Term Tax-Exempt Fd … An extremely similar return profile for VWIUX can be found in 28 other funds we are tracking. 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. What are the most important factors that increase the risk in VWLTX / VWLUX over VWITX / VWIUX?? You may also want to check out the following VWITX comparisons that investors often look for on Finny, You may also want to check out the following VWIUX comparisons that investors often look for on Finny, Tax Exempt Fixed Income: Muni National Interm, SOUTHEAST ALA GAS SUPPLY DIST GAS SUPPLY REV, PUERTO RICO SALES TAX FING CORP SALES TAX REV, KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV. That said, I took a quick look at the past distributions of VWINX vs. VTMFX, and I crudely estimate the annual income to be about 5% for VWINX vs. 2% for VTMFX. Please enable it to continue. Below is the comparison between VWITX and VWIUX. Get Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX:NASDAQ) real-time stock quotes, news and financial information from CNBC. If you determine that tax free bonds area good choice for you, then a mix of VWAHX and VWITX may work. VFICX | A complete Vanguard Intermediate-Term Investment-Grade Fund;Investor mutual fund overview by MarketWatch. Monday through Friday 8 a.m. to 8 p.m., Eastern time SPDR - Nuveen Barclays California Municipal Bond, One can go all the way back to 1997 and still the out- performance still holds. The Vanguard Wellesley (VWINX) and Wellington (VWELX) funds are both balanced mutual funds managed by the Wellington Management company. Explore millions of professional stock photos and royalty free pictures. Vanguard vs Vanguard comparative analysis provides an insight into diversification possibilities from combining Vanguard and Vanguard into the same portfolio. VWITX | A complete Vanguard Intermediate-Term Tax-Exempt Fund;Investor mutual fund overview by MarketWatch. Browse photography collections for the ideal royalty free photo for creative projects. Figure 3: Relative 5-year Performance of VWIUX to Other Funds. 3. The Vanguard Intermediate-Term Tax-Exempt Investor made its debut in September of 1977 and VWITX … Vanguard Municipal Bond To find out detailed information on Vanguard Municipal Bond in the U.S., click the tabs in the table below. Figure 3 is the truth … The Fund seeks to provide investment in municipal debt issues with average maturities of 7 to 12 years. Does maturity enter into it at all? Go ad free! That said, I took a quick look at the past distributions of VWINX vs. VTMFX, and I crudely estimate the annual income to be about 5% for VWINX vs. 2% for VTMFX. The fund invests in high-quality municipal bonds and has a predicable duration profile of about 5–6 years. VWITX has a lower 5-year return than VWIUX (3.53% vs 3.62%). iShares - National AMT-Free Muni Bond ETF, This bond ETF vs bond traditional mutual fund is a very minor point. If you're already a Vanguard client: Call 800-888-3751. VWITX has a higher expense ratio than VWIUX (0.17% vs 0.09%). 2. iShares - New York AMT-Free Muni Bond ETF, In my tax deferred/ tax free accounts, I hold ONLY regular (or taxable) bonds/ bond funds, to get the higher yield. Vanguard Municipal Bond To find out detailed information on Vanguard Municipal Bond in the U.S., click the tabs in the table below. Get the lastest Class Information for Vanguard Intermediate Term Tax-Exempt Fund from Zacks Investment Research Vanguard Group is based in Malvern, PA, and is the manager of VWITX. Explore millions of professional stock photos and royalty free pictures. VWIUX: Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs - Fund Profile. VWITX/VWIUX (old fund): This low-cost municipal bond fund seeks to provide federally tax-exempt income and typically appeals to investors in higher tax brackets. There are 28 other funds we track which provide a return similar to VWIUX. VTEB vs VWITX 05-08-2019, 04:07 AM. VWITX vs VWIUX. Edit: FTABX has outperformed since it's inception 4/10/2001. The three funds in this article are some of the best in the fixed-income sector. The Intermediate-Term Tax-Exempt Admiral Shares fund is a mutual fund within the Vanguard Mutual Funds family. Please enable it to continue. Both VWITX and VWIUX are mutual funds. Depending on your tax bracket, that may or may not be a big deal. 4. VWITX/VWIUX (old fund): This low-cost municipal bond fund seeks to provide federally tax-exempt income and typically appeals to investors in higher tax brackets. The tax-free yield of municipal bonds can be a big draw for long-term investors -- but before you jump in, here's what you need to know, plus 3 recommendations. As the information becomes available, we'll update this page with 2020 state-specific tax information for Vanguard Municipal Bond Funds, as well as how the Indiana and … 4. Within the Vanguard Mutual Funds family of funds, the most The ETF alternatives to VWITX listed below consist of (1) ETFs which track Barclays Capital 7-Year Municipal Bond Index, and (2) ETFs which track other indexes in the same ETFdb.com Category as Barclays Capital 7-Year Municipal Bond Index. Depending on your tax bracket, that may or may not be a big deal. Is it the increased duration of 7.3 yrs vs 5.8 yrs? View mutual fund news, mutual fund market and mutual fund interest rates. So if you're investing, say, $100k, then that comes out to be about $3000 of extra taxable income for VWINX vs. VTMFX. 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