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NJCCX Nuveen NJ Municipal Bond C

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Fund NJCCX Nuveen NJ Municipal Bond C VNJTX Vanguard NJ Long-Term Tax-Exempt Inv NJTFX T. Rowe Price NJ Tax-Free Bond  
100% 94% 94%
Annual Fees
(1.60% Exp. Ratio)
(0.20% Exp. Ratio)
(0.52% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$11,429.02 $17,461.13 $15,857.30
Est. savings over 30 yrs +$6,032.11 +$4,428.28
As of 12/31/16
1 YR RETURN -0.16%
3 YR 4.01%
5 YR 3.06%
10 YR 3.48%
1 YR RETURN 0.80%
3 YR 4.39%
5 YR 3.50%
10 YR 3.95%
1 YR RETURN 0.56%
3 YR 4.56%
5 YR 3.65%
10 YR 4.00%
The investment seeks a high level of current interest income exempt from regular federal, New Jersey State and, in some cases, New Jersey local income taxes as is consistent with preservation of capital. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in municipal bonds that pay interest that is exempt from regular federal and New Jersey personal income tax. These municipal bonds include obligations issued by the State of New Jersey and its subdivisions, authorities, instrumentalities and corporations, as well as obligations issued by U.S. territories.
The investment seeks to provide current income that is exempt from both federal and New Jersey personal income taxes. The fund invests primarily in high-quality municipal bonds issued by New Jersey state and local governments, as well as by regional governmental and public financing authorities. At least 80% of its assets will be invested in securities whose income is exempt from federal and New Jersey state taxes. Although the fund has no limitations on the maturities of individual securities, its dollar-weighted average maturity is expected to be between 10 and 25 years. The fund is non-diversified.
The investment seeks to provide, consistent with prudent portfolio management, the highest level of income exempt from federal and New Jersey state income taxes. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that pay interest exempt from federal and New Jersey state income taxes, and at least 80% of the fund's income is expected to be exempt from federal and New Jersey state income taxes. It is non-diversified.

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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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