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ANJBX AB New Jersey Portfolio B

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Fund ANJBX AB New Jersey Portfolio B VNJTX Vanguard New Jersey Long-Term Tax-Exempt Fund Inv NXP Nuveen Select Tax-Free Income Portfolio  
100% 96% 90%
Annual Fees
(1.57% Exp. Ratio)
(0.19% Exp. Ratio)
(0.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.15% annual return
$11,774.71 $17,879.17 $17,401.78
Est. savings over 30 yrs +$6,104.46 +$5,627.07
As of 2/28/18
1 YR RETURN 2.72%
3 YR 1.93%
5 YR 1.60%
10 YR 3.39%
1 YR RETURN 5.12%
3 YR 3.06%
5 YR 3.14%
10 YR 4.74%
1 YR RETURN 4.26%
3 YR 3.56%
5 YR 3.79%
10 YR 5.29%
The Portfolio seeks the highest level of current income exempt from both federal income tax and State of New Jersey personal income tax. The Portfolio will invest at least 80% of its net assets in municipal obligations from the State of New Jersey.
The Fund seeks to provide income that is exempt from federal and New Jersey personal income taxes by investing in New Jersey municipal securities with an average maturity of 15 to 25 years.
The Fund seeks to provide stable dividends exempt from regular Federal income tax, consistent with preservation of capital.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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