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FCCQX vs SRCMX
FCCQX vs SRCMX Comparison
Open Charts FCCQX vs SRCMX
Franklin CA Interm-Term Tx-Fr Inc A
Price$10.74
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.28B
Principal California Municipal A
Price$9.56
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets612.85M
FCCQX vs SRCMX Comparison Chart
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FCCQX vs. SRCMX commentary
May 25, 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 FCCQX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
FCCQX has more cash in the bank: 1.28B vs. SRCMX (613M). SRCMX pays higher dividends than FCCQX: SRCMX (3.25) vs FCCQX (3.04). FCCQX was incepted earlier than SRCMX: FCCQX (7 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than FCCQX (0.82). SRCMX is a more actively managed with annual turnover of: 35.90 vs. FCCQX (16.05). SRCMX initial investment is less costly to investors than FCCQX (2%) vs FCCQX (2%). FCCQX (1000) and SRCMX (1000) have matching initial minimum investment requirements. FCCQX annual gain was more profitable for investors over the last year : 1.62 vs. SRCMX (1.01). SRCMX return over 5 years is better than : 0.95 vs. FCCQX (-2.40).
| FCCQX | SRCMX | FCCQX / SRCMX | |
| Total Expense Ratio | 0.74 | 0.87 | 85% |
| Annual Report Gross Expense Ratio | 0.82 | 0.87 | 94% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | -1.010 | -1.675 | 60% |
| Front Load | 2% | 4% | 60% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 613M | 209% |
| Annual Yield % from dividends | 3.04 | 3.25 | 94% |
| Returns for 1 year | 1.62 | 1.01 | 161% |
| Returns for 3 years | 4.56 | 5.28 | 86% |
| Returns for 5 years | -2.40 | 0.95 | -253% |
| Returns for 10 years | N/A | 19.27 | - |
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