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EXCAX vs FKTFX
EXCAX vs FKTFX Comparison
Open Charts EXCAX vs FKTFX
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 A1
Price$6.51
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets12.48B
EXCAX vs FKTFX Comparison Chart in %
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EXCAX vs. FKTFX 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 FKTFX is a Hold.
FUNDAMENTALS
Fundamentals
FKTFX has more cash in the bank: 12.5B vs. EXCAX (3.14B). FKTFX pays higher dividends than EXCAX: FKTFX (3.76) vs EXCAX (3.32). EXCAX was incepted earlier than FKTFX: EXCAX (8 years) vs FKTFX (48 years). FKTFX (0.60) is less costly to investors than EXCAX (0.29). EXCAX is a more actively managed with annual turnover of: 23.00 vs. FKTFX (7.96). FKTFX has a lower initial minimum investment than EXCAX: FKTFX (1000) vs EXCAX (1000000). FKTFX annual gain was more profitable for investors over the last year : -1.84 vs. EXCAX (-3.56). FKTFX return over 5 years is better than : -5.13 vs. EXCAX (-10.18).
| EXCAX | FKTFX | EXCAX / FKTFX | |
| Total Expense Ratio | 0.29 | 0.60 | 48% |
| Annual Report Gross Expense Ratio | 0.29 | 0.60 | 48% |
| Fund Existence | 8 years | 48 years | - |
| Gain YTD | -3.473 | -2.448 | 142% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 12.5B | 25% |
| Annual Yield % from dividends | 3.32 | 3.76 | 88% |
| Returns for 1 year | -3.56 | -1.84 | 193% |
| Returns for 3 years | -1.80 | 3.02 | -60% |
| Returns for 5 years | -10.18 | -5.13 | 198% |
| Returns for 10 years | N/A | 3.10 | - |
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