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ALCAX vs OWCAX
ALCAX vs OWCAX Comparison
Open Charts ALCAX vs OWCAX
AB Municipal Income California A
Price$10.23
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets1.22B
Old Westbury California Municipal Bd
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets354.42M
ALCAX vs OWCAX Comparison Chart in %
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ALCAX vs. OWCAX commentary
Jul 09, 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: 1.22B vs. OWCAX (354M). ALCAX pays higher dividends than OWCAX: ALCAX (3.30) vs OWCAX (2.68). 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 . OWCAX is a more actively managed with annual turnover of: 35.00 vs. ALCAX (23.00). 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 : 2.27 vs. ALCAX (-0.10). ALCAX return over 5 years is better than : 4.92 vs. OWCAX (-0.64).
| 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 | -0.650 | 0.908 | -72% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 354M | 344% |
| Annual Yield % from dividends | 3.30 | 2.68 | 123% |
| Returns for 1 year | -0.10 | 2.27 | -5% |
| Returns for 3 years | 7.02 | 6.23 | 113% |
| Returns for 5 years | 4.92 | -0.64 | -766% |
| Returns for 10 years | 13.08 | N/A | - |
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