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FCQAX vs OCAYX
FCQAX vs OCAYX Comparison
Open Charts FCQAX vs OCAYX
Franklin CA High Yield Municipal A
Price$9.49
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets2.96B
Invesco California Municipal Y
Price$7.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.1B
FCQAX vs OCAYX Comparison Chart in %
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FCQAX vs. OCAYX commentary
Jul 05, 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: 2.96B vs. OCAYX (2.1B). OCAYX pays higher dividends than FCQAX: OCAYX (4.37) vs FCQAX (4.13). 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 : -0.12 vs. OCAYX (-1.38). OCAYX return over 5 years is better than : 3.13 vs. FCQAX (-1.83).
| 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 | -1.655 | -3.005 | 55% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 2.1B | 141% |
| Annual Yield % from dividends | 4.13 | 4.37 | 95% |
| Returns for 1 year | -0.12 | -1.38 | 8% |
| Returns for 3 years | 4.95 | 7.43 | 67% |
| Returns for 5 years | -1.83 | 3.13 | -59% |
| Returns for 10 years | N/A | 30.82 | - |
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