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BCHIX vs OCAYX
BCHIX vs OCAYX Comparison
Open Charts BCHIX vs OCAYX
American Century CA High Yield Muni I
Price$9.41
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets1.6B
Invesco California Municipal Y
Price$7.71
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets2.13B
BCHIX vs OCAYX Comparison Chart
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BCHIX vs. OCAYX commentary
Apr 27, 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 OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
OCAYX has more cash in the bank: 2.13B vs. BCHIX (1.6B). OCAYX (4.21) and BCHIX (4.01) have matching dividends . BCHIX was incepted earlier than OCAYX: BCHIX (15 years) vs OCAYX (14 years). OCAYX (0.93) is less costly to investors than BCHIX (0.30). BCHIX is a more actively managed with annual turnover of: 56.00 vs. OCAYX (20.00). OCAYX has a lower initial minimum investment than BCHIX: OCAYX (1000) vs BCHIX (5000000). BCHIX annual gain was more profitable for investors over the last year : 1.96 vs. OCAYX (0.80). BCHIX return over 5 years is better than : 9.66 vs. OCAYX (7.71).
| BCHIX | OCAYX | BCHIX / OCAYX | |
| Total Expense Ratio | 0.30 | 0.93 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 0.93 | 32% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -2.728 | -3.324 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 2.13B | 75% |
| Annual Yield % from dividends | 4.01 | 4.21 | 95% |
| Returns for 1 year | 1.96 | 0.80 | 244% |
| Returns for 3 years | 5.23 | 6.07 | 86% |
| Returns for 5 years | 9.66 | 7.71 | 125% |
| Returns for 10 years | 26.62 | 26.69 | 100% |
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