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FCQAX vs IORCX
FCQAX vs IORCX Comparison
Open Charts FCQAX vs IORCX
Franklin CA High Yield Municipal A
Price$9.47
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets2.89B
Invesco California Municipal R6
Price$7.71
Change+$0.04 (+0.52%)
VolumeN/A
Net Assets2.12B
FCQAX vs IORCX Comparison Chart
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FCQAX vs. IORCX commentary
Apr 25, 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: 2.89B vs. IORCX (2.12B). IORCX pays higher dividends than FCQAX: IORCX (4.27) vs FCQAX (4.00). 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: 20.00 vs. FCQAX (10.93). 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 : 0.92 vs. IORCX (-0.41). IORCX return over 5 years is better than : 7.29 vs. FCQAX (0.54).
| 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 | -3.307 | -4.170 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 2.12B | 137% |
| Annual Yield % from dividends | 4.00 | 4.27 | 94% |
| Returns for 1 year | 0.92 | -0.41 | -222% |
| Returns for 3 years | 1.06 | 5.30 | 20% |
| Returns for 5 years | 0.54 | 7.29 | 7% |
| Returns for 10 years | N/A | N/A | - |