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FCMAX vs IORCX
FCMAX vs IORCX Comparison
Open Charts FCMAX vs IORCX
Fidelity Advisor California Muni Inc A
Price$11.88
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.68B
Invesco California Municipal R6
Price$7.68
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets2.07B
FCMAX vs IORCX Comparison Chart
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FCMAX vs. IORCX commentary
May 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 FCMAX is a Hold and IORCX is a Hold.
FUNDAMENTALS
Fundamentals
IORCX has more cash in the bank: 2.07B vs. FCMAX (1.68B). IORCX pays higher dividends than FCMAX: IORCX (4.35) vs FCMAX (2.56). FCMAX was incepted earlier than IORCX: FCMAX (23 years) vs IORCX (6 years). IORCX (0.87) is less costly to investors than FCMAX (0.76). FCMAX is a more actively managed with annual turnover of: 22.00 vs. IORCX (19.00). FCMAX has a lower initial minimum investment than IORCX: FCMAX (0) vs IORCX (1000000). FCMAX annual gain was more profitable for investors over the last year : 1.01 vs. IORCX (-0.38). IORCX return over 5 years is better than : 5.63 vs. FCMAX (0.85).
| FCMAX | IORCX | FCMAX / IORCX | |
| Total Expense Ratio | 0.76 | 0.87 | 87% |
| Annual Report Gross Expense Ratio | 0.76 | 0.87 | 87% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -1.892 | -3.686 | 51% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 2.07B | 81% |
| Annual Yield % from dividends | 2.56 | 4.35 | 59% |
| Returns for 1 year | 1.01 | -0.38 | -266% |
| Returns for 3 years | 6.63 | 7.21 | 92% |
| Returns for 5 years | 0.85 | 5.63 | 15% |
| Returns for 10 years | 16.88 | N/A | - |
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