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FCQAX vs OCAYX
FCQAX vs OCAYX Comparison
Open Charts FCQAX vs OCAYX
Franklin CA High Yield Municipal A
Price$9.43
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets2.93B
Invesco California Municipal Y
Price$7.62
Change-$0.02 (-0.26%)
VolumeN/A
Net Assets2.08B
FCQAX vs OCAYX Comparison Chart
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FCQAX vs. OCAYX commentary
Jun 07, 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: 2.93B vs. OCAYX (2.08B). OCAYX pays higher dividends than FCQAX: OCAYX (4.36) vs FCQAX (4.12). FCQAX was incepted earlier than OCAYX: FCQAX (7 years) vs OCAYX (15 years). OCAYX (0.93) is less costly to investors than FCQAX (0.84). OCAYX is a more actively managed with annual turnover of: 19.00 vs. FCQAX (10.33). FCQAX (1000) and OCAYX (1000) have matching initial minimum investment requirements. FCQAX annual gain was more profitable for investors over the last year : -0.07 vs. OCAYX (-1.30). OCAYX return over 5 years is better than : 3.83 vs. FCQAX (-1.59).
| 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 | 15 years | - |
| Gain YTD | -2.401 | -3.492 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 2.08B | 141% |
| Annual Yield % from dividends | 4.12 | 4.36 | 95% |
| Returns for 1 year | -0.07 | -1.30 | 6% |
| Returns for 3 years | 1.81 | 4.50 | 40% |
| Returns for 5 years | -1.59 | 3.83 | -42% |
| Returns for 10 years | N/A | 28.29 | - |
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