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FCAVX vs SGTIX
FCAVX vs SGTIX Comparison
Open Charts FCAVX vs SGTIX
Franklin CA Tax Free Income Adv
Price$6.53
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets12.48B
Allspring California Tax-Free Inst
Price$10.15
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets539.57M
FCAVX vs SGTIX Comparison Chart in %
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FCAVX vs. SGTIX commentary
Aug 03, 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 SGTIX is a Hold.
FUNDAMENTALS
Fundamentals
FCAVX has more cash in the bank: 12.5B vs. SGTIX (540M). FCAVX (3.91) and SGTIX (3.76) have matching dividends . FCAVX was incepted earlier than SGTIX: FCAVX (24 years) vs SGTIX (11 years). FCAVX (0.51) and SGTIX (0.51) have similar cost to investors . SGTIX is a more actively managed with annual turnover of: 26.00 vs. FCAVX (7.96). FCAVX has a lower initial minimum investment than SGTIX: FCAVX (0) vs SGTIX (1000000). FCAVX (-2.01) and SGTIX (-2.02) have marching annual gain over last year. SGTIX return over 5 years is better than : -3.92 vs. FCAVX (-5.24).
| FCAVX | SGTIX | FCAVX / SGTIX | |
| Total Expense Ratio | 0.51 | 0.48 | 106% |
| Annual Report Gross Expense Ratio | 0.51 | 0.51 | 100% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -2.220 | -2.548 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 540M | 2,315% |
| Annual Yield % from dividends | 3.91 | 3.76 | 104% |
| Returns for 1 year | -2.01 | -2.02 | 100% |
| Returns for 3 years | 1.86 | 1.85 | 101% |
| Returns for 5 years | -5.24 | -3.92 | 134% |
| Returns for 10 years | 3.46 | 6.80 | 51% |
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