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BCHIX vs IORCX
BCHIX vs IORCX Comparison
Open Charts BCHIX vs IORCX
American Century CA High Yield Muni I
Price$9.38
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets1.59B
Invesco California Municipal R6
Price$7.71
Change+$0.04 (+0.52%)
VolumeN/A
Net Assets2.12B
BCHIX vs IORCX Comparison Chart
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BCHIX vs. IORCX commentary
Apr 25, 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: 2.12B vs. BCHIX (1.59B). IORCX pays higher dividends than BCHIX: IORCX (4.27) vs BCHIX (4.01). 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 (20.00). 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 : 0.89 vs. IORCX (-0.41). BCHIX return over 5 years is better than : 8.84 vs. IORCX (7.29).
| 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 | -3.451 | -4.170 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 2.12B | 75% |
| Annual Yield % from dividends | 4.01 | 4.27 | 94% |
| Returns for 1 year | 0.89 | -0.41 | -216% |
| Returns for 3 years | 4.35 | 5.30 | 82% |
| Returns for 5 years | 8.84 | 7.29 | 121% |
| Returns for 10 years | 25.55 | N/A | - |
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