Interact to see
Advertisement
Advertisement
FCQAX vs IORCX
FCQAX vs IORCX Comparison
Open Charts FCQAX vs IORCX
Franklin CA High Yield Municipal A
Price$9.45
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets2.91B
Invesco California Municipal R6
Price$7.68
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets2.07B
FCQAX vs IORCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCQAX vs. IORCX commentary
May 24, 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 (2.07B). IORCX pays higher dividends than FCQAX: IORCX (4.35) vs FCQAX (4.08). 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 : 0.62 vs. IORCX (-0.38). IORCX return over 5 years is better than : 5.63 vs. FCQAX (-1.08).
| 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 | -2.970 | -3.686 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 2.07B | 141% |
| Annual Yield % from dividends | 4.08 | 4.35 | 94% |
| Returns for 1 year | 0.62 | -0.38 | -164% |
| Returns for 3 years | 3.13 | 7.21 | 43% |
| Returns for 5 years | -1.08 | 5.63 | -19% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FPX | 133.29 | 0.89 | +0.67% |
| First Trust US Equity Opportunities ETF | |||
| BINC | 52.10 | 0.06 | +0.12% |
| iShares Flexible Income Active ETF | |||
| MMSC | 19.12 | N/A | N/A |
| First Trust Multi-Manager Sm Cp Opps ETF | |||
| FDG | 101.38 | -0.96 | -0.94% |
| American Century Foc Dynmc Gr ETF | |||
| GDXD | 3.62 | -0.26 | -6.70% |
| MicroSectors™ Gold Mns 3X Inv Lvrgd ETN | |||