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BCHIX vs IORCX
BCHIX vs IORCX Comparison
Open Charts BCHIX vs IORCX
American Century CA High Yield Muni I
Price$9.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.56B
Invesco California Municipal R6
Price$7.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.1B
BCHIX vs IORCX Comparison Chart in %
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BCHIX vs. IORCX commentary
Jul 07, 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: 2.1B vs. BCHIX (1.56B). IORCX pays higher dividends than BCHIX: IORCX (4.43) vs BCHIX (4.14). 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 : -0.38 vs. IORCX (-1.31). BCHIX return over 5 years is better than : 4.79 vs. IORCX (3.55).
| 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 | -2.116 | -3.086 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 2.1B | 75% |
| Annual Yield % from dividends | 4.14 | 4.43 | 93% |
| Returns for 1 year | -0.38 | -1.31 | 29% |
| Returns for 3 years | 7.87 | 7.48 | 105% |
| Returns for 5 years | 4.79 | 3.55 | 135% |
| Returns for 10 years | 29.34 | N/A | - |
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