EXCAX
Price
$16.12
Change
-$0.05 (-0.31%)
Updated
Jul 16 closing price
Net Assets
3.14B
FCAVX
Price
$6.50
Change
-$0.02 (-0.31%)
Updated
Jul 16 closing price
Net Assets
12.48B
Interact to see
Advertisement

EXCAX vs FCAVX

Header iconEXCAX vs FCAVX Comparison
Open Charts EXCAX vs FCAVXBanner chart's image
American Funds Tax-Exempt Fund of CA F3
Price$16.12
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets3.14B
Franklin CA Tax Free Income Adv
Price$6.50
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets12.48B
EXCAX vs FCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
EXCAX vs. FCAVX commentary
Jul 17, 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 EXCAX is a Hold and FCAVX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FCAVX has more cash in the bank: 12.5B vs. EXCAX (3.14B). FCAVX pays higher dividends than EXCAX: FCAVX (3.87) vs EXCAX (3.32). EXCAX was incepted earlier than FCAVX: EXCAX (8 years) vs FCAVX (24 years). FCAVX (0.51) is less costly to investors than EXCAX (0.29). EXCAX is a more actively managed with annual turnover of: 23.00 vs. FCAVX (7.96). FCAVX has a lower initial minimum investment than EXCAX: FCAVX (0) vs EXCAX (1000000). FCAVX annual gain was more profitable for investors over the last year : -1.60 vs. EXCAX (-3.56). FCAVX return over 5 years is better than : -4.81 vs. EXCAX (-10.18).
EXCAXFCAVXEXCAX / FCAVX
Total Expense Ratio0.290.5157%
Annual Report Gross Expense Ratio0.290.5157%
Fund Existence8 years24 years-
Gain YTD-3.473-2.403145%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.14B12.5B25%
Annual Yield % from dividends3.323.8786%
Returns for 1 year-3.56-1.60222%
Returns for 3 years-1.803.43-52%
Returns for 5 years-10.18-4.81212%
Returns for 10 yearsN/A3.69-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RMEBX59.620.26
+0.44%
American Funds American Mutual R2E
BOPAX25.29N/A
N/A
Sterling Capital Special Opps A
LMBAX13.64N/A
N/A
Franklin U.S. Small Cap Equity A
FMIYX38.00N/A
N/A
FMI International Institutional
WBVNX28.25N/A
N/A
William Blair Small Cap Value N