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ALCAX vs JCBSX
ALCAX vs JCBSX Comparison
Open Charts ALCAX vs JCBSX
AB Municipal Income California A
Price$10.21
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets1.21B
JPMorgan California Tax Free Bond R6
Price$9.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets391.7M
ALCAX vs JCBSX Comparison Chart
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ALCAX vs. JCBSX commentary
Jun 14, 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 (392M). ALCAX (3.28) and JCBSX (3.28) 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). JCBSX annual gain was more profitable for investors over the last year : 0.89 vs. ALCAX (-0.33). ALCAX return over 5 years is better than : 5.26 vs. JCBSX (-0.85).
| 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 | -1.114 | -0.427 | 261% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 392M | 309% |
| Annual Yield % from dividends | 3.28 | 3.28 | 100% |
| Returns for 1 year | -0.33 | 0.89 | -37% |
| Returns for 3 years | 8.93 | 6.80 | 131% |
| Returns for 5 years | 5.26 | -0.85 | -620% |
| Returns for 10 years | 12.36 | N/A | - |
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