Ad is loading...
FCAVX vs TEFEX
FCAVX vs TEFEX Comparison
Open Charts FCAVX vs TEFEX
Franklin CA Tax Free Income Adv
Price$6.53
Change+$0.03 (+0.46%)
VolumeN/A
Net Assets12.32B
American Funds Tax-Exempt Fund of CA F2
Price$16.13
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets3.16B
FCAVX vs TEFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCAVX vs. TEFEX commentary
Apr 24, 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 TEFEX is a Hold.
FUNDAMENTALS
Fundamentals
FCAVX has more cash in the bank: 12.3B vs. TEFEX (3.16B). FCAVX pays higher dividends than TEFEX: FCAVX (3.77) vs TEFEX (3.08). FCAVX was incepted earlier than TEFEX: FCAVX (24 years) vs TEFEX (17 years). FCAVX (0.52) is less costly to investors than TEFEX (0.38). TEFEX is a more actively managed with annual turnover of: 23.00 vs. FCAVX (14.01). FCAVX has a lower initial minimum investment than TEFEX: FCAVX (0) vs TEFEX (1000). FCAVX annual gain was more profitable for investors over the last year : -0.22 vs. TEFEX (-2.36). FCAVX return over 5 years is better than : -1.71 vs. TEFEX (-6.79).
| FCAVX | TEFEX | FCAVX / TEFEX | |
| Total Expense Ratio | 0.52 | 0.38 | 137% |
| Annual Report Gross Expense Ratio | 0.52 | 0.38 | 137% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -3.662 | -3.832 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 3.16B | 389% |
| Annual Yield % from dividends | 3.77 | 3.08 | 122% |
| Returns for 1 year | -0.22 | -2.36 | 9% |
| Returns for 3 years | 2.10 | -2.54 | -83% |
| Returns for 5 years | -1.71 | -6.79 | 25% |
| Returns for 10 years | -0.36 | -6.53 | 5% |