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FKTQX vs OCAYX
FKTQX vs OCAYX Comparison
Open Charts FKTQX vs OCAYX
Franklin CA Tax Free Income R6
Price$6.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.41B
Invesco California Municipal Y
Price$7.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
FKTQX vs OCAYX Comparison Chart in %
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FKTQX vs. OCAYX commentary
Jul 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 FKTQX is a Hold and OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
FKTQX has more cash in the bank: 12.4B vs. OCAYX (2.03B). OCAYX pays higher dividends than FKTQX: OCAYX (4.37) vs FKTQX (3.91). FKTQX was incepted earlier than OCAYX: FKTQX (8 years) vs OCAYX (15 years). OCAYX (0.86) is less costly to investors than FKTQX (0.47). OCAYX is a more actively managed with annual turnover of: 19.00 vs. FKTQX (7.96). 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 : -2.03 vs. OCAYX (-3.92). OCAYX return over 5 years is better than : -0.25 vs. FKTQX (-5.65).
| FKTQX | OCAYX | FKTQX / OCAYX | |
| Total Expense Ratio | 0.47 | 0.86 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 0.86 | 55% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | -3.126 | -5.034 | 62% |
| 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 | 2.03B | 611% |
| Annual Yield % from dividends | 3.91 | 4.37 | 89% |
| Returns for 1 year | -2.03 | -3.92 | 52% |
| Returns for 3 years | 2.44 | 3.26 | 75% |
| Returns for 5 years | -5.65 | -0.25 | 2,216% |
| Returns for 10 years | N/A | 28.24 | - |
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