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FCMAX vs MSCAX
FCMAX vs MSCAX Comparison
Open Charts FCMAX vs MSCAX
Fidelity Advisor California Muni Inc A
Price$11.87
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.62B
NYLI MacKay California Muni
Price$9.34
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets1.24B
FCMAX vs MSCAX Comparison Chart
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FCMAX vs. MSCAX commentary
Apr 29, 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 MSCAX is a Hold.
FUNDAMENTALS
Fundamentals
FCMAX has more cash in the bank: 1.62B vs. MSCAX (1.24B). MSCAX pays higher dividends than FCMAX: MSCAX (3.57) vs FCMAX (2.53). FCMAX was incepted earlier than MSCAX: FCMAX (23 years) vs MSCAX (12 years). FCMAX (0.76) and MSCAX (0.76) have similar cost to investors . MSCAX is a more actively managed with annual turnover of: 40.00 vs. FCMAX (15.00). FCMAX initial investment is less costly to investors than MSCAX (3%) vs MSCAX (3%). FCMAX has a lower initial minimum investment than MSCAX: FCMAX (0) vs MSCAX (15000). FCMAX annual gain was more profitable for investors over the last year : 1.26 vs. MSCAX (0.45). MSCAX return over 5 years is better than : 3.56 vs. FCMAX (2.96).
| FCMAX | MSCAX | FCMAX / MSCAX | |
| Total Expense Ratio | 0.76 | 0.75 | 101% |
| Annual Report Gross Expense Ratio | 0.76 | 0.76 | 100% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -1.938 | -2.995 | 65% |
| Front Load | 4% | 3% | 133% |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 1.24B | 130% |
| Annual Yield % from dividends | 2.53 | 3.57 | 71% |
| Returns for 1 year | 1.26 | 0.45 | 279% |
| Returns for 3 years | 5.79 | 6.56 | 88% |
| Returns for 5 years | 2.96 | 3.56 | 83% |
| Returns for 10 years | 15.68 | 21.38 | 73% |
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