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ALCAX vs OWCAX
ALCAX vs OWCAX Comparison
Open Charts ALCAX vs OWCAX
AB Municipal Income California A
Price$10.51
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets1.23B
Old Westbury California Municipal Bd
Price$9.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets386.92M
ALCAX vs OWCAX Comparison Chart in %
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ALCAX vs. OWCAX commentary
Sep 19, 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 OWCAX is a Hold.
FUNDAMENTALS
Fundamentals
ALCAX has more cash in the bank: 1.23B vs. OWCAX (387M). ALCAX pays higher dividends than OWCAX: ALCAX (3.02) vs OWCAX (2.65). ALCAX was incepted earlier than OWCAX: ALCAX (39 years) vs OWCAX (7 years). ALCAX (0.77) and OWCAX (0.76) have similar cost to investors . ALCAX (35.00) and OWCAX (35.00) have comparable annual turnover. OWCAX has a lower initial minimum investment than ALCAX: OWCAX (1000) vs ALCAX (2500). OWCAX annual gain was more profitable for investors over the last year : 2.57 vs. ALCAX (0.44). ALCAX return over 5 years is better than : 5.92 vs. OWCAX (1.61).
| ALCAX | OWCAX | ALCAX / OWCAX | |
| Total Expense Ratio | 0.75 | 0.57 | 132% |
| Annual Report Gross Expense Ratio | 0.77 | 0.76 | 101% |
| Fund Existence | 39 years | 7 years | - |
| Gain YTD | 1.859 | 3.662 | 51% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 387M | 319% |
| Annual Yield % from dividends | 3.02 | 2.65 | 114% |
| Returns for 1 year | 0.44 | 2.57 | 17% |
| Returns for 3 years | 12.10 | 10.33 | 117% |
| Returns for 5 years | 5.92 | 1.61 | 368% |
| Returns for 10 years | 15.41 | N/A | - |
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