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FCMAX vs SHRSX
FCMAX vs SHRSX Comparison
Open Charts FCMAX vs SHRSX
Fidelity Advisor California Muni Inc A
Price$11.83
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets1.62B
Western Asset California Municipals IS
Price$13.52
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets213.24M
FCMAX vs SHRSX Comparison Chart
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FCMAX vs. SHRSX 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 SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
FCMAX has more cash in the bank: 1.62B vs. SHRSX (213M). SHRSX pays higher dividends than FCMAX: SHRSX (3.28) vs FCMAX (2.53). 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). FCMAX is a more actively managed with annual turnover of: 15.00 vs. SHRSX (4.00). FCMAX has a lower initial minimum investment than SHRSX: FCMAX (0) vs SHRSX (1000000). SHRSX (0.25) and FCMAX (0.24) have marching annual gain over last year. FCMAX return over 5 years is better than : 2.18 vs. SHRSX (1.64).
| 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 | -2.682 | -2.847 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 213M | 761% |
| Annual Yield % from dividends | 2.53 | 3.28 | 77% |
| Returns for 1 year | 0.24 | 0.25 | 97% |
| Returns for 3 years | 4.99 | 4.03 | 124% |
| Returns for 5 years | 2.18 | 1.64 | 132% |
| Returns for 10 years | 14.72 | N/A | - |
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