Ad is loading...
FCQAX vs OCAYX
FCQAX vs OCAYX Comparison
Open Charts FCQAX vs OCAYX
Franklin CA High Yield Municipal A
Price$9.50
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets2.91B
Invesco California Municipal Y
Price$7.71
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets2.13B
FCQAX vs OCAYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCQAX vs. OCAYX commentary
Apr 28, 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 OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
FCQAX has more cash in the bank: 2.91B vs. OCAYX (2.13B). OCAYX pays higher dividends than FCQAX: OCAYX (4.21) vs FCQAX (4.00). FCQAX was incepted earlier than OCAYX: FCQAX (7 years) vs OCAYX (14 years). OCAYX (0.93) is less costly to investors than FCQAX (0.84). OCAYX is a more actively managed with annual turnover of: 20.00 vs. FCQAX (10.93). FCQAX (1000) and OCAYX (1000) have matching initial minimum investment requirements. FCQAX annual gain was more profitable for investors over the last year : 1.98 vs. OCAYX (0.80). OCAYX return over 5 years is better than : 7.71 vs. FCQAX (1.29).
| FCQAX | OCAYX | FCQAX / OCAYX | |
| Total Expense Ratio | 0.84 | 0.93 | 90% |
| Annual Report Gross Expense Ratio | 0.84 | 0.93 | 90% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -2.590 | -3.324 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 2.13B | 137% |
| Annual Yield % from dividends | 4.00 | 4.21 | 95% |
| Returns for 1 year | 1.98 | 0.80 | 247% |
| Returns for 3 years | 1.91 | 6.07 | 31% |
| Returns for 5 years | 1.29 | 7.71 | 17% |
| Returns for 10 years | N/A | 26.69 | - |