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FCMAX vs TACAX
FCMAX vs TACAX Comparison
Open Charts FCMAX vs TACAX
Fidelity Advisor California Muni Inc A
Price$11.83
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets1.62B
JHancock CA Municipal Bond A
Price$9.53
Change+$0.06 (+0.63%)
VolumeN/A
Net Assets509.56M
FCMAX vs TACAX Comparison Chart
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FCMAX vs. TACAX commentary
Apr 26, 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 TACAX is a Hold.
FUNDAMENTALS
Fundamentals
FCMAX has more cash in the bank: 1.62B vs. TACAX (510M). TACAX pays higher dividends than FCMAX: TACAX (3.50) vs FCMAX (2.53). FCMAX was incepted earlier than TACAX: FCMAX (23 years) vs TACAX (35 years). TACAX (0.91) is less costly to investors than FCMAX (0.76). TACAX is a more actively managed with annual turnover of: 44.00 vs. FCMAX (15.00). FCMAX (4%) and TACAX (4%) have equivalent initial investment costs. FCMAX has a lower initial minimum investment than TACAX: FCMAX (0) vs TACAX (1000). FCMAX annual gain was more profitable for investors over the last year : 0.24 vs. TACAX (-1.01). TACAX return over 5 years is better than : 6.10 vs. FCMAX (2.18).
| FCMAX | TACAX | FCMAX / TACAX | |
| Total Expense Ratio | 0.76 | 0.74 | 103% |
| Annual Report Gross Expense Ratio | 0.76 | 0.91 | 84% |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | -2.682 | -4.743 | 57% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 510M | 318% |
| Annual Yield % from dividends | 2.53 | 3.50 | 72% |
| Returns for 1 year | 0.24 | -1.01 | -24% |
| Returns for 3 years | 4.99 | 4.23 | 118% |
| Returns for 5 years | 2.18 | 6.10 | 36% |
| Returns for 10 years | 14.72 | 18.45 | 80% |
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