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FCQAX vs IORCX
FCQAX vs IORCX Comparison
Open Charts FCQAX vs IORCX
Franklin CA High Yield Municipal A
Price$9.46
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets2.93B
Invesco California Municipal R6
Price$7.67
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets2.08B
FCQAX vs IORCX Comparison Chart
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FCQAX vs. IORCX 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 FCQAX is a Hold and IORCX is a Hold.
FUNDAMENTALS
Fundamentals
FCQAX has more cash in the bank: 2.93B vs. IORCX (2.08B). IORCX pays higher dividends than FCQAX: IORCX (4.42) vs FCQAX (4.12). FCQAX was incepted earlier than IORCX: FCQAX (7 years) vs IORCX (6 years). IORCX (0.87) and FCQAX (0.84) 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 : -0.87 vs. IORCX (-1.71). IORCX return over 5 years is better than : 3.69 vs. FCQAX (-2.21).
| FCQAX | IORCX | FCQAX / IORCX | |
| Total Expense Ratio | 0.84 | 0.87 | 97% |
| Annual Report Gross Expense Ratio | 0.84 | 0.87 | 97% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -2.298 | -3.450 | 67% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 2.08B | 141% |
| Annual Yield % from dividends | 4.12 | 4.42 | 93% |
| Returns for 1 year | -0.87 | -1.71 | 51% |
| Returns for 3 years | 6.17 | 10.15 | 61% |
| Returns for 5 years | -2.21 | 3.69 | -60% |
| Returns for 10 years | N/A | N/A | - |
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