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FCMAX vs SHRSX
FCMAX vs SHRSX Comparison
Open Charts FCMAX vs SHRSX
Fidelity Advisor California Muni Inc A
Price$11.88
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.68B
Western Asset California Municipals IS
Price$13.52
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets210.55M
FCMAX vs SHRSX Comparison Chart
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FCMAX vs. SHRSX 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 SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
FCMAX has more cash in the bank: 1.68B vs. SHRSX (211M). SHRSX pays higher dividends than FCMAX: SHRSX (3.34) vs FCMAX (2.56). FCMAX was incepted earlier than SHRSX: FCMAX (23 years) vs SHRSX (6 years). FCMAX (0.76) is less costly to investors than SHRSX (0.54). SHRSX is a more actively managed with annual turnover of: 27.00 vs. FCMAX (22.00). FCMAX has a lower initial minimum investment than SHRSX: FCMAX (0) vs SHRSX (1000000). FCMAX annual gain was more profitable for investors over the last year : 1.01 vs. SHRSX (0.19). FCMAX return over 5 years is better than : 0.85 vs. SHRSX (-0.20).
| FCMAX | SHRSX | FCMAX / SHRSX | |
| Total Expense Ratio | 0.76 | 0.52 | 146% |
| Annual Report Gross Expense Ratio | 0.76 | 0.54 | 141% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -1.892 | -2.502 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 211M | 798% |
| Annual Yield % from dividends | 2.56 | 3.34 | 77% |
| Returns for 1 year | 1.01 | 0.19 | 525% |
| Returns for 3 years | 6.63 | 5.51 | 121% |
| Returns for 5 years | 0.85 | -0.20 | -418% |
| Returns for 10 years | 16.88 | N/A | - |
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