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VLHYX Value Line Tax Exempt Fund

15 lower fee alternatives found

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Fund VLHYX Value Line Tax Exempt Fund FXIEX PIMCO Fixed Income SHares Series TE VWLTX Vanguard Long-Term Tax-Exempt Fund Investor  
100% 89% 97%
Annual Fees
(0.74% Exp. Ratio)
(0.00% Exp. Ratio)
(0.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.15% annual return
$15,147.95 $18,928.91 $17,879.17
Est. savings over 30 yrs +$3,780.96 +$2,731.22
As of 2/28/18
1 YR RETURN 1.34%
3 YR 1.26%
5 YR 1.44%
10 YR 3.50%
1 YR RETURN 5.76%
3 YR 4.29%
5 YR 2.82%
10 YR --
1 YR RETURN 3.41%
3 YR 2.77%
5 YR 3.14%
10 YR 4.93%
The Fund seeks to provide investors with the maximum income exempt from federal income taxes while avoiding undue risk to principal. Capital appreciation is secondary is a secondary objective of the High-Yield Portfolio.
The Portfolio seeks high current income exempt from US federal income tax consistent with prudent investment management. Total return/capital appreciation is a secondary objective. The Fund seeks to achieve its objective by investing in municipal securities to generate income exempt from U.S. federal income tax.
The Fund seeks to provide investors with a high level of current income exempt from Federal income taxes primarily through investment in high-quality municipal securities, with an average maturity of 10 to 25 years.

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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".

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