Ad is loading...
FCMAX vs IORCX
FCMAX vs IORCX Comparison
Open Charts FCMAX vs IORCX
Fidelity Advisor California Muni Inc A
Price$11.83
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets1.62B
Invesco California Municipal R6
Price$7.71
Change+$0.04 (+0.52%)
VolumeN/A
Net Assets2.12B
FCMAX vs IORCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCMAX vs. IORCX commentary
Apr 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 FCMAX is a Hold and IORCX is a Hold.
FUNDAMENTALS
Fundamentals
IORCX has more cash in the bank: 2.12B vs. FCMAX (1.62B). IORCX pays higher dividends than FCMAX: IORCX (4.27) vs FCMAX (2.53). 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). IORCX is a more actively managed with annual turnover of: 20.00 vs. FCMAX (15.00). 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 : 0.24 vs. IORCX (-0.41). IORCX return over 5 years is better than : 7.29 vs. FCMAX (2.18).
| 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 | -2.682 | -4.170 | 64% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 2.12B | 77% |
| Annual Yield % from dividends | 2.53 | 4.27 | 59% |
| Returns for 1 year | 0.24 | -0.41 | -58% |
| Returns for 3 years | 4.99 | 5.30 | 94% |
| Returns for 5 years | 2.18 | 7.29 | 30% |
| Returns for 10 years | 14.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFAC | 31.99 | 0.60 | +1.91% |
| Dimensional US Core Equity 2 ETF | |||
| FCUS | 22.35 | 0.39 | +1.78% |
| Pinnacle Focused Opportunities ETF | |||
| DDEC | 38.88 | 0.39 | +1.00% |
| FT Vest US Equity Dp Bfr ETF Dec | |||
| RODM | 31.83 | 0.26 | +0.82% |
| Hartford Multifactor Dev Mkts (exUS) ETF | |||
| GDXD | 4.24 | -0.26 | -5.78% |
| MicroSectors™ Gold Mns 3X Inv Lvrgd ETN | |||