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FRCTX vs OCAYX
FRCTX vs OCAYX Comparison
Open Charts FRCTX vs OCAYX
Franklin CA Tax Free Income C
Price$6.60
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
FRCTX vs OCAYX Comparison Chart in %
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FRCTX 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 FRCTX is a Hold and OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
FRCTX has more cash in the bank: 12.7B vs. OCAYX (2.03B). OCAYX pays higher dividends than FRCTX: OCAYX (3.70) vs FRCTX (3.24). FRCTX was incepted earlier than OCAYX: FRCTX (30 years) vs OCAYX (15 years). FRCTX (1.16) is less costly to investors than OCAYX (0.86). OCAYX is a more actively managed with annual turnover of: 19.00 vs. FRCTX (7.96). FRCTX (1000) and OCAYX (1000) have matching initial minimum investment requirements. FRCTX annual gain was more profitable for investors over the last year : -1.70 vs. OCAYX (-2.86). OCAYX return over 5 years is better than : 2.03 vs. FRCTX (-4.89).
| FRCTX | OCAYX | FRCTX / OCAYX | |
| Total Expense Ratio | 1.16 | 0.86 | 135% |
| Annual Report Gross Expense Ratio | 1.16 | 0.86 | 135% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | -0.952 | -2.625 | 36% |
| Front Load | N/A | 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 | 3.24 | 3.70 | 87% |
| Returns for 1 year | -1.70 | -2.86 | 60% |
| Returns for 3 years | 6.70 | 8.95 | 75% |
| Returns for 5 years | -4.89 | 2.03 | -241% |
| Returns for 10 years | 2.12 | 31.02 | 7% |
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