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BCHIX vs OCAYX
BCHIX vs OCAYX Comparison
Open Charts BCHIX vs OCAYX
American Century CA High Yield Muni I
Price$9.33
Change-$0.03 (-0.32%)
VolumeN/A
Net Assets1.59B
Invesco California Municipal Y
Price$7.62
Change-$0.02 (-0.26%)
VolumeN/A
Net Assets2.08B
BCHIX vs OCAYX Comparison Chart
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BCHIX vs. OCAYX commentary
Jun 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 OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
OCAYX has more cash in the bank: 2.08B vs. BCHIX (1.59B). OCAYX pays higher dividends than BCHIX: OCAYX (4.36) vs BCHIX (4.13). BCHIX was incepted earlier than OCAYX: BCHIX (15 years) vs OCAYX (15 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 (19.00). 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 : -0.21 vs. OCAYX (-1.30). BCHIX return over 5 years is better than : 5.91 vs. OCAYX (3.83).
| 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 | 15 years | - |
| Gain YTD | -2.554 | -3.492 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 2.08B | 76% |
| Annual Yield % from dividends | 4.13 | 4.36 | 95% |
| Returns for 1 year | -0.21 | -1.30 | 16% |
| Returns for 3 years | 5.02 | 4.50 | 112% |
| Returns for 5 years | 5.91 | 3.83 | 154% |
| Returns for 10 years | 28.51 | 28.29 | 101% |
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