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FCMAX vs TACAX
FCMAX vs TACAX Comparison
Open Charts FCMAX vs TACAX
Fidelity Advisor California Muni Inc A
Price$11.88
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets1.68B
JHancock CA Municipal Bond A
Price$9.53
Change-$0.05 (-0.52%)
VolumeN/A
Net Assets522.69M
FCMAX vs TACAX Comparison Chart
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FCMAX vs. TACAX commentary
May 22, 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: 1.68B vs. TACAX (523M). TACAX pays higher dividends than FCMAX: TACAX (3.57) vs FCMAX (2.56). 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 (22.00). 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 : 1.02 vs. TACAX (-0.64). TACAX return over 5 years is better than : 5.46 vs. FCMAX (1.45).
| 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 | -1.312 | -3.332 | 39% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 523M | 322% |
| Annual Yield % from dividends | 2.56 | 3.57 | 72% |
| Returns for 1 year | 1.02 | -0.64 | -160% |
| Returns for 3 years | 8.26 | 7.88 | 105% |
| Returns for 5 years | 1.45 | 5.46 | 27% |
| Returns for 10 years | 17.76 | 21.93 | 81% |
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