Ad is loading...
FCMAX vs JCSRX
FCMAX vs JCSRX Comparison
Open Charts FCMAX vs JCSRX
Fidelity Advisor California Muni Inc A
Price$11.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.68B
JHancock CA Municipal Bond R6
Price$9.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets524.69M
FCMAX vs JCSRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCMAX vs. JCSRX commentary
May 10, 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 JCSRX is a Hold.
FUNDAMENTALS
Fundamentals
FCMAX has more cash in the bank: 1.68B vs. JCSRX (525M). JCSRX pays higher dividends than FCMAX: JCSRX (3.78) vs FCMAX (2.56). FCMAX was incepted earlier than JCSRX: FCMAX (23 years) vs JCSRX (8 years). FCMAX (0.76) is less costly to investors than JCSRX (0.69). JCSRX is a more actively managed with annual turnover of: 44.00 vs. FCMAX (22.00). FCMAX has a lower initial minimum investment than JCSRX: FCMAX (0) vs JCSRX (1000000). FCMAX annual gain was more profitable for investors over the last year : 0.78 vs. JCSRX (-0.42). JCSRX return over 5 years is better than : 8.61 vs. FCMAX (3.19).
| FCMAX | JCSRX | FCMAX / JCSRX | |
| Total Expense Ratio | 0.76 | 0.52 | 146% |
| Annual Report Gross Expense Ratio | 0.76 | 0.69 | 110% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -1.147 | -2.754 | 42% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 525M | 321% |
| Annual Yield % from dividends | 2.56 | 3.78 | 68% |
| Returns for 1 year | 0.78 | -0.42 | -187% |
| Returns for 3 years | 7.71 | 7.93 | 97% |
| Returns for 5 years | 3.19 | 8.61 | 37% |
| Returns for 10 years | 17.32 | 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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ICWIX | 5.76 | 0.09 | +1.59% |
| Integrity Mid-North American Resources I | |||
| TEEFX | 71.54 | 0.50 | +0.70% |
| T. Rowe Price Tax-Efficient Equity I | |||
| FAERX | 36.25 | N/A | N/A |
| Fidelity Advisor Overseas M | |||
| VITSX | 134.44 | N/A | N/A |
| Vanguard Total Stock Market Idx I | |||
| ANOYX | 21.51 | N/A | N/A |
| American Century Small Cap Growth Y | |||