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FCQAX vs SHRSX
FCQAX vs SHRSX Comparison
Open Charts FCQAX vs SHRSX
Franklin CA High Yield Municipal A
Price$9.47
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets2.93B
Western Asset California Municipals IS
Price$13.56
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets205.89M
FCQAX vs SHRSX Comparison Chart in %
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FCQAX vs. SHRSX commentary
Jun 27, 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 SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
FCQAX has more cash in the bank: 2.93B vs. SHRSX (206M). FCQAX pays higher dividends than SHRSX: FCQAX (4.12) vs SHRSX (3.38). FCQAX was incepted earlier than SHRSX: FCQAX (7 years) vs SHRSX (6 years). FCQAX (0.84) is less costly to investors than SHRSX (0.54). SHRSX is a more actively managed with annual turnover of: 27.00 vs. FCQAX (10.33). FCQAX has a lower initial minimum investment than SHRSX: FCQAX (1000) vs SHRSX (1000000). SHRSX annual gain was more profitable for investors over the last year : -0.35 vs. FCQAX (-0.47). SHRSX return over 5 years is better than : 0.03 vs. FCQAX (-2.30).
| FCQAX | SHRSX | FCQAX / SHRSX | |
| Total Expense Ratio | 0.84 | 0.52 | 162% |
| Annual Report Gross Expense Ratio | 0.84 | 0.54 | 156% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -2.298 | -1.780 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 206M | 1,424% |
| Annual Yield % from dividends | 4.12 | 3.38 | 122% |
| Returns for 1 year | -0.47 | -0.35 | 137% |
| Returns for 3 years | 5.53 | 7.20 | 77% |
| Returns for 5 years | -2.30 | 0.03 | -8,644% |
| Returns for 10 years | N/A | N/A | - |
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