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ALCAX vs JCBSX
ALCAX vs JCBSX Comparison
Open Charts ALCAX vs JCBSX
AB Municipal Income California A
Price$10.20
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets1.2B
JPMorgan California Tax Free Bond R6
Price$9.77
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets385.82M
ALCAX vs JCBSX Comparison Chart
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ALCAX vs. JCBSX commentary
May 24, 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: 1.2B vs. JCBSX (386M). 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). JCBSX annual gain was more profitable for investors over the last year : 1.17 vs. ALCAX (0.29). ALCAX return over 5 years is better than : 6.51 vs. JCBSX (-1.11).
| 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 | -1.895 | -1.117 | 170% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 386M | 311% |
| Annual Yield % from dividends | 3.23 | 3.26 | 99% |
| Returns for 1 year | 0.29 | 1.17 | 25% |
| Returns for 3 years | 6.95 | 5.74 | 121% |
| Returns for 5 years | 6.51 | -1.11 | -588% |
| Returns for 10 years | 11.48 | N/A | - |
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