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FKTQX vs OCAYX
FKTQX vs OCAYX Comparison
Open Charts FKTQX vs OCAYX
Franklin CA Tax Free Income R6
Price$6.58
Change+$0.02 (+0.30%)
VolumeN/A
Net Assets12.44B
Invesco California Municipal Y
Price$7.71
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets2.13B
FKTQX vs OCAYX Comparison Chart
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FKTQX vs. OCAYX commentary
Apr 28, 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 FKTQX is a Hold and OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
FKTQX has more cash in the bank: 12.4B vs. OCAYX (2.13B). OCAYX pays higher dividends than FKTQX: OCAYX (4.21) vs FKTQX (3.81). FKTQX was incepted earlier than OCAYX: FKTQX (8 years) vs OCAYX (14 years). OCAYX (0.93) is less costly to investors than FKTQX (0.48). OCAYX is a more actively managed with annual turnover of: 20.00 vs. FKTQX (14.01). OCAYX has a lower initial minimum investment than FKTQX: OCAYX (1000) vs FKTQX (1000000). FKTQX annual gain was more profitable for investors over the last year : 1.50 vs. OCAYX (0.80). OCAYX return over 5 years is better than : 7.71 vs. FKTQX (-0.40).
| FKTQX | OCAYX | FKTQX / OCAYX | |
| Total Expense Ratio | 0.48 | 0.93 | 52% |
| Annual Report Gross Expense Ratio | 0.48 | 0.93 | 52% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -2.610 | -3.324 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 2.13B | 583% |
| Annual Yield % from dividends | 3.81 | 4.21 | 90% |
| Returns for 1 year | 1.50 | 0.80 | 187% |
| Returns for 3 years | 3.28 | 6.07 | 54% |
| Returns for 5 years | -0.40 | 7.71 | -5% |
| Returns for 10 years | N/A | 26.69 | - |
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