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Personal Investments • California muni bond fund - which one?

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Hey folks, I am in a situation (and expect to be for the next number of years) where getting CA muni bonds works out better than buying a national or national muni bond fund (e.g., VMLUX). I've verified this via tax-equivalent yield calculators.

However, what's the right intermediate CA muni bond fund to buy? There is the Vanguard CA Intermediate-Term (VCAIX) with an expense ratio of 0.17%. There is also Dimensional Funds with their Calif. Intermediate-Term Muni Bond Portfolio (DCIBX) with an expense ratio of 0.20%.

Thoughts about what to pick? Any other recommendations apart from the above?

Statistics: Posted by ssifire — Sun Oct 06, 2024 6:58 pm — Replies 2 — Views 119



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