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ALCAX vs JCBSX
ALCAX vs JCBSX Comparison
Open Charts ALCAX vs JCBSX
AB Municipal Income California A
Price$10.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.22B
JPMorgan California Tax Free Bond R6
Price$9.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets391.99M
ALCAX vs JCBSX Comparison Chart in %
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ALCAX vs. JCBSX commentary
Jul 06, 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: 1.22B vs. JCBSX (392M). ALCAX (3.30) and JCBSX (3.29) have matching dividends . ALCAX was incepted earlier than JCBSX: ALCAX (39 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: 61.00 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 : 1.43 vs. ALCAX (0.09). ALCAX return over 5 years is better than : 5.11 vs. JCBSX (-0.60).
| ALCAX | JCBSX | ALCAX / JCBSX | |
| Total Expense Ratio | 0.75 | 0.35 | 214% |
| Annual Report Gross Expense Ratio | 0.77 | 0.47 | 164% |
| Fund Existence | 39 years | 7 years | - |
| Gain YTD | -0.650 | -0.033 | 1,992% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 392M | 310% |
| Annual Yield % from dividends | 3.30 | 3.29 | 100% |
| Returns for 1 year | 0.09 | 1.43 | 6% |
| Returns for 3 years | 7.84 | 6.36 | 123% |
| Returns for 5 years | 5.11 | -0.60 | -848% |
| Returns for 10 years | 12.88 | N/A | - |
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