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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$7.68
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets2.07B
BCHIX vs IORCX Comparison Chart
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BCHIX vs. IORCX commentary
May 24, 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: 2.07B vs. BCHIX (1.58B). IORCX pays higher dividends than BCHIX: IORCX (4.35) vs BCHIX (4.07). 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 : 0.59 vs. IORCX (-0.38). BCHIX return over 5 years is better than : 6.92 vs. IORCX (5.63).
| 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 | -3.114 | -3.686 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 2.07B | 76% |
| Annual Yield % from dividends | 4.07 | 4.35 | 94% |
| Returns for 1 year | 0.59 | -0.38 | -154% |
| Returns for 3 years | 6.52 | 7.21 | 90% |
| Returns for 5 years | 6.92 | 5.63 | 123% |
| Returns for 10 years | 27.58 | N/A | - |
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