Interact to see
Advertisement
Advertisement
FCMAX vs SHRSX
FCMAX vs SHRSX Comparison
Open Charts FCMAX vs SHRSX
Fidelity Advisor California Muni Inc A
Price$11.94
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.76B
Western Asset California Municipals IS
Price$13.56
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets205.89M
FCMAX vs SHRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCMAX vs. SHRSX commentary
Jun 27, 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: 1.76B vs. SHRSX (206M). SHRSX pays higher dividends than FCMAX: SHRSX (3.38) vs FCMAX (2.58). 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 : 0.87 vs. SHRSX (-0.35). FCMAX return over 5 years is better than : 0.65 vs. SHRSX (0.03).
| 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 | -1.007 | -1.780 | 57% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 206M | 852% |
| Annual Yield % from dividends | 2.58 | 3.38 | 76% |
| Returns for 1 year | 0.87 | -0.35 | -252% |
| Returns for 3 years | 7.76 | 7.20 | 108% |
| Returns for 5 years | 0.65 | 0.03 | 2,428% |
| Returns for 10 years | 17.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement