Ad is loading...
FCQAX vs TEFEX
FCQAX vs TEFEX Comparison
Open Charts FCQAX vs TEFEX
Franklin CA High Yield Municipal A
Price$9.47
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets2.89B
American Funds Tax-Exempt Fund of CA F2
Price$16.20
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets3.18B
FCQAX vs TEFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCQAX vs. TEFEX commentary
Apr 26, 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 TEFEX is a Hold.
FUNDAMENTALS
Fundamentals
TEFEX has more cash in the bank: 3.18B vs. FCQAX (2.89B). FCQAX pays higher dividends than TEFEX: FCQAX (4.00) vs TEFEX (3.08). FCQAX was incepted earlier than TEFEX: FCQAX (7 years) vs TEFEX (17 years). FCQAX (0.84) is less costly to investors than TEFEX (0.38). TEFEX is a more actively managed with annual turnover of: 23.00 vs. FCQAX (10.93). FCQAX (1000) and TEFEX (1000) have matching initial minimum investment requirements. FCQAX annual gain was more profitable for investors over the last year : 0.92 vs. TEFEX (-1.45). FCQAX return over 5 years is better than : 0.54 vs. TEFEX (-5.97).
| FCQAX | TEFEX | FCQAX / TEFEX | |
| Total Expense Ratio | 0.84 | 0.38 | 221% |
| Annual Report Gross Expense Ratio | 0.84 | 0.38 | 221% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | -3.307 | -2.994 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 3.18B | 91% |
| Annual Yield % from dividends | 4.00 | 3.08 | 130% |
| Returns for 1 year | 0.92 | -1.45 | -64% |
| Returns for 3 years | 1.06 | -1.57 | -67% |
| Returns for 5 years | 0.54 | -5.97 | -9% |
| Returns for 10 years | N/A | -5.66 | - |