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FKTQX vs OCAYX
FKTQX vs OCAYX Comparison
Open Charts FKTQX vs OCAYX
Franklin CA Tax Free Income R6
Price$6.53
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets12.47B
Invesco California Municipal Y
Price$7.62
Change-$0.02 (-0.26%)
VolumeN/A
Net Assets2.08B
FKTQX vs OCAYX Comparison Chart
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FKTQX vs. OCAYX commentary
Jun 07, 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: 12.5B vs. OCAYX (2.08B). OCAYX pays higher dividends than FKTQX: OCAYX (4.36) vs FKTQX (3.90). FKTQX was incepted earlier than OCAYX: FKTQX (8 years) vs OCAYX (15 years). OCAYX (0.93) is less costly to investors than FKTQX (0.48). 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 : -0.72 vs. OCAYX (-1.30). OCAYX return over 5 years is better than : 3.83 vs. FKTQX (-3.23).
| 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 | 15 years | - |
| Gain YTD | -2.688 | -3.492 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 2.08B | 600% |
| Annual Yield % from dividends | 3.90 | 4.36 | 90% |
| Returns for 1 year | -0.72 | -1.30 | 56% |
| Returns for 3 years | 2.31 | 4.50 | 51% |
| Returns for 5 years | -3.23 | 3.83 | -84% |
| Returns for 10 years | N/A | 28.29 | - |
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