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FCQAX vs IORCX
FCQAX vs IORCX Comparison
Open Charts FCQAX vs IORCX
Franklin CA High Yield Municipal A
Price$9.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.91B
Invesco California Municipal R6
Price$7.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
FCQAX vs IORCX Comparison Chart in %
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FCQAX vs. IORCX commentary
Jul 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 FCQAX is a Hold and IORCX is a Hold.
FUNDAMENTALS
Fundamentals
FCQAX has more cash in the bank: 2.91B vs. IORCX (2.03B). IORCX pays higher dividends than FCQAX: IORCX (4.43) vs FCQAX (4.13). FCQAX was incepted earlier than IORCX: FCQAX (7 years) vs IORCX (6 years). FCQAX (0.80) and IORCX (0.80) have similar cost to investors . IORCX is a more actively managed with annual turnover of: 19.00 vs. FCQAX (10.33). FCQAX has a lower initial minimum investment than IORCX: FCQAX (1000) vs IORCX (1000000). FCQAX annual gain was more profitable for investors over the last year : -2.10 vs. IORCX (-3.83). IORCX return over 5 years is better than : 0.30 vs. FCQAX (-4.79).
| FCQAX | IORCX | FCQAX / IORCX | |
| Total Expense Ratio | 0.80 | 0.80 | 100% |
| Annual Report Gross Expense Ratio | 0.80 | 0.80 | 100% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -3.313 | -4.981 | 67% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 2.03B | 144% |
| Annual Yield % from dividends | 4.13 | 4.43 | 93% |
| Returns for 1 year | -2.10 | -3.83 | 55% |
| Returns for 3 years | 1.45 | 3.46 | 42% |
| Returns for 5 years | -4.79 | 0.30 | -1,593% |
| Returns for 10 years | N/A | N/A | - |
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