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ALCAX vs JCBSX
ALCAX vs JCBSX Comparison
Open Charts ALCAX vs JCBSX
AB Municipal Income California A
Price$10.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.21B
JPMorgan California Tax Free Bond R6
Price$9.79
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets382.36M
ALCAX vs JCBSX Comparison Chart
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ALCAX vs. JCBSX commentary
May 02, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ALCAX is a Hold and JCBSX is a Hold.
FUNDAMENTALS
Fundamentals
ALCAX has more cash in the bank: 1.21B vs. JCBSX (382M). JCBSX (3.26) and ALCAX (3.23) have matching dividends . ALCAX was incepted earlier than JCBSX: ALCAX (38 years) vs JCBSX (7 years). ALCAX (0.77) is less costly to investors than JCBSX (0.47). JCBSX is a more actively managed with annual turnover of: 36.00 vs. ALCAX (23.00). ALCAX has a lower initial minimum investment than JCBSX: ALCAX (2500) vs JCBSX (15000000). ALCAX annual gain was more profitable for investors over the last year : 1.57 vs. JCBSX (1.48). ALCAX return over 5 years is better than : 9.77 vs. JCBSX (1.92).
| ALCAX | JCBSX | ALCAX / JCBSX | |
| Total Expense Ratio | 0.75 | 0.35 | 214% |
| Annual Report Gross Expense Ratio | 0.77 | 0.47 | 164% |
| Fund Existence | 38 years | 7 years | - |
| Gain YTD | -0.931 | -0.813 | 115% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 382M | 315% |
| Annual Yield % from dividends | 3.23 | 3.26 | 99% |
| Returns for 1 year | 1.57 | 1.48 | 106% |
| Returns for 3 years | 6.87 | 6.17 | 111% |
| Returns for 5 years | 9.77 | 1.92 | 509% |
| Returns for 10 years | 11.88 | N/A | - |
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