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FCQAX vs OCAYX
FCQAX vs OCAYX Comparison
Open Charts FCQAX vs OCAYX
Franklin CA High Yield Municipal A
Price$9.44
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets2.99B
Invesco California Municipal Y
Price$7.68
Change+$0.08 (+1.05%)
VolumeN/A
Net Assets2.03B
FCQAX vs OCAYX Comparison Chart in %
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FCQAX vs. OCAYX commentary
Sep 08, 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: 2.99B vs. OCAYX (2.03B). FCQAX pays higher dividends than OCAYX: FCQAX (4.20) vs OCAYX (3.70). FCQAX was incepted earlier than OCAYX: FCQAX (7 years) vs OCAYX (15 years). OCAYX (0.86) is less costly to investors than FCQAX (0.80). 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 : -0.93 vs. OCAYX (-2.86). OCAYX return over 5 years is better than : 2.03 vs. FCQAX (-1.95).
| FCQAX | OCAYX | FCQAX / OCAYX | |
| Total Expense Ratio | 0.80 | 0.86 | 93% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -0.605 | -2.625 | 23% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 2.03B | 147% |
| Annual Yield % from dividends | 4.20 | 3.70 | 113% |
| Returns for 1 year | -0.93 | -2.86 | 33% |
| Returns for 3 years | 7.47 | 8.95 | 83% |
| Returns for 5 years | -1.95 | 2.03 | -96% |
| Returns for 10 years | N/A | 31.02 | - |
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