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FCAVX vs OCAYX
FCAVX vs OCAYX Comparison
Open Charts FCAVX vs OCAYX
Franklin CA Tax Free Income Adv
Price$6.60
Change+$0.05 (+0.76%)
VolumeN/A
Net Assets12.7B
Invesco California Municipal Y
Price$7.68
Change+$0.08 (+1.05%)
VolumeN/A
Net Assets2.03B
FCAVX vs OCAYX Comparison Chart in %
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FCAVX vs. OCAYX commentary
Sep 08, 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 FCAVX is a Hold and OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
FCAVX has more cash in the bank: 12.7B vs. OCAYX (2.03B). FCAVX pays higher dividends than OCAYX: FCAVX (3.91) vs OCAYX (3.70). FCAVX was incepted earlier than OCAYX: FCAVX (24 years) vs OCAYX (15 years). OCAYX (0.86) is less costly to investors than FCAVX (0.51). OCAYX is a more actively managed with annual turnover of: 19.00 vs. FCAVX (7.96). FCAVX has a lower initial minimum investment than OCAYX: FCAVX (0) vs OCAYX (1000). FCAVX annual gain was more profitable for investors over the last year : -1.06 vs. OCAYX (-2.86). OCAYX return over 5 years is better than : 2.03 vs. FCAVX (-2.59).
| FCAVX | OCAYX | FCAVX / OCAYX | |
| Total Expense Ratio | 0.51 | 0.86 | 59% |
| Annual Report Gross Expense Ratio | 0.51 | 0.86 | 59% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | -0.520 | -2.625 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 2.03B | 627% |
| Annual Yield % from dividends | 3.91 | 3.70 | 105% |
| Returns for 1 year | -1.06 | -2.86 | 37% |
| Returns for 3 years | 8.57 | 8.95 | 96% |
| Returns for 5 years | -2.59 | 2.03 | -128% |
| Returns for 10 years | 5.26 | 31.02 | 17% |
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