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FCMAX vs TACAX
FCMAX vs TACAX Comparison
Open Charts FCMAX vs TACAX
Fidelity Advisor California Muni Inc A
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.76B
JHancock CA Municipal Bond A
Price$9.51
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets517.78M
FCMAX vs TACAX Comparison Chart
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FCMAX vs. TACAX commentary
Jun 15, 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: 1.76B vs. TACAX (518M). TACAX pays higher dividends than FCMAX: TACAX (3.65) vs FCMAX (2.58). 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 : 0.37 vs. TACAX (-2.21). TACAX return over 5 years is better than : 3.31 vs. FCMAX (0.55).
| 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 | -1.173 | -3.729 | 31% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 518M | 339% |
| Annual Yield % from dividends | 2.58 | 3.65 | 71% |
| Returns for 1 year | 0.37 | -2.21 | -17% |
| Returns for 3 years | 8.30 | 8.30 | 100% |
| Returns for 5 years | 0.55 | 3.31 | 17% |
| Returns for 10 years | 17.71 | 21.16 | 84% |
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