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FCMAX vs IORCX
FCMAX vs IORCX Comparison
Open Charts FCMAX vs IORCX
Fidelity Advisor California Muni Inc A
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.76B
Invesco California Municipal R6
Price$7.67
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets2.08B
FCMAX vs IORCX Comparison Chart
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FCMAX vs. IORCX commentary
Jun 15, 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: 2.08B vs. FCMAX (1.76B). IORCX pays higher dividends than FCMAX: IORCX (4.42) vs FCMAX (2.58). 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 : 0.37 vs. IORCX (-1.71). IORCX return over 5 years is better than : 3.69 vs. FCMAX (0.55).
| 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 | -1.173 | -3.450 | 34% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 2.08B | 84% |
| Annual Yield % from dividends | 2.58 | 4.42 | 58% |
| Returns for 1 year | 0.37 | -1.71 | -22% |
| Returns for 3 years | 8.30 | 10.15 | 82% |
| Returns for 5 years | 0.55 | 3.69 | 15% |
| Returns for 10 years | 17.71 | N/A | - |
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