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BCHIX vs IORCX
BCHIX vs IORCX Comparison
Open Charts BCHIX vs IORCX
American Century CA High Yield Muni I
Price$9.36
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets1.58B
Invesco California Municipal R6
Price$7.67
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets2.08B
BCHIX vs IORCX Comparison Chart
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BCHIX vs. IORCX commentary
Jun 15, 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 BCHIX is a Hold and IORCX is a Hold.
FUNDAMENTALS
Fundamentals
IORCX has more cash in the bank: 2.08B vs. BCHIX (1.58B). IORCX pays higher dividends than BCHIX: IORCX (4.42) vs BCHIX (4.13). BCHIX was incepted earlier than IORCX: BCHIX (15 years) vs IORCX (6 years). IORCX (0.87) is less costly to investors than BCHIX (0.30). BCHIX is a more actively managed with annual turnover of: 56.00 vs. IORCX (19.00). IORCX has a lower initial minimum investment than BCHIX: IORCX (1000000) vs BCHIX (5000000). BCHIX annual gain was more profitable for investors over the last year : -0.72 vs. IORCX (-1.71). BCHIX return over 5 years is better than : 5.11 vs. IORCX (3.69).
| BCHIX | IORCX | BCHIX / IORCX | |
| Total Expense Ratio | 0.30 | 0.87 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.87 | 34% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -2.554 | -3.450 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 2.08B | 76% |
| Annual Yield % from dividends | 4.13 | 4.42 | 93% |
| Returns for 1 year | -0.72 | -1.71 | 42% |
| Returns for 3 years | 9.50 | 10.15 | 94% |
| Returns for 5 years | 5.11 | 3.69 | 138% |
| Returns for 10 years | 28.26 | N/A | - |
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