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FKTFX vs OCAYX
FKTFX vs OCAYX Comparison
Open Charts FKTFX vs OCAYX
Franklin CA Tax Free Income A1
Price$6.61
Change+$0.05 (+0.76%)
VolumeN/A
Net Assets12.7B
Invesco California Municipal Y
Price$7.68
Change+$0.08 (+1.05%)
VolumeN/A
Net Assets2.03B
FKTFX vs OCAYX Comparison Chart in %
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FKTFX 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 FKTFX is a Hold and OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
FKTFX has more cash in the bank: 12.7B vs. OCAYX (2.03B). FKTFX (3.79) and OCAYX (3.70) have matching dividends . FKTFX was incepted earlier than OCAYX: FKTFX (49 years) vs OCAYX (15 years). OCAYX (0.86) is less costly to investors than FKTFX (0.60). OCAYX is a more actively managed with annual turnover of: 19.00 vs. FKTFX (7.96). FKTFX (1000) and OCAYX (1000) have matching initial minimum investment requirements. FKTFX annual gain was more profitable for investors over the last year : -1.16 vs. OCAYX (-2.86). OCAYX return over 5 years is better than : 2.03 vs. FKTFX (-2.94).
| FKTFX | OCAYX | FKTFX / OCAYX | |
| Total Expense Ratio | 0.60 | 0.86 | 70% |
| Annual Report Gross Expense Ratio | 0.60 | 0.86 | 70% |
| Fund Existence | 49 years | 15 years | - |
| Gain YTD | -0.586 | -2.625 | 22% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 2.03B | 627% |
| Annual Yield % from dividends | 3.79 | 3.70 | 102% |
| Returns for 1 year | -1.16 | -2.86 | 41% |
| Returns for 3 years | 8.27 | 8.95 | 92% |
| Returns for 5 years | -2.94 | 2.03 | -145% |
| Returns for 10 years | 4.78 | 31.02 | 15% |
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