Interact to see
Advertisement
Advertisement
FKTFX vs TAFTX
FKTFX vs TAFTX Comparison
Open Charts FKTFX vs TAFTX
Franklin CA Tax Free Income A1
Price$6.56
Change-$0.01 (-0.15%)
VolumeN/A
Net Assets12.51B
American Funds Tax-Exempt Fund of CA A
Price$16.22
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets3.17B
FKTFX vs TAFTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FKTFX vs. TAFTX commentary
Jun 16, 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 TAFTX is a Hold.
FUNDAMENTALS
Fundamentals
FKTFX has more cash in the bank: 12.5B vs. TAFTX (3.17B). FKTFX pays higher dividends than TAFTX: FKTFX (3.76) vs TAFTX (3.03). FKTFX was incepted earlier than TAFTX: FKTFX (48 years) vs TAFTX (39 years). FKTFX (0.61) is less costly to investors than TAFTX (0.57). TAFTX is a more actively managed with annual turnover of: 23.00 vs. FKTFX (7.96). FKTFX (4%) and TAFTX (4%) have equivalent initial investment costs. FKTFX (1000) and TAFTX (1000) have matching initial minimum investment requirements. FKTFX annual gain was more profitable for investors over the last year : -1.13 vs. TAFTX (-2.64). FKTFX return over 5 years is better than : -3.87 vs. TAFTX (-8.71).
| FKTFX | TAFTX | FKTFX / TAFTX | |
| Total Expense Ratio | 0.61 | 0.57 | 107% |
| Annual Report Gross Expense Ratio | 0.61 | 0.57 | 107% |
| Fund Existence | 48 years | 39 years | - |
| Gain YTD | -2.300 | -2.874 | 80% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 3.17B | 394% |
| Annual Yield % from dividends | 3.76 | 3.03 | 124% |
| Returns for 1 year | -1.13 | -2.64 | 43% |
| Returns for 3 years | 6.09 | 1.58 | 386% |
| Returns for 5 years | -3.87 | -8.71 | 44% |
| Returns for 10 years | 2.70 | -4.54 | -59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement