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FRCTX vs TEFEX
FRCTX vs TEFEX Comparison
Open Charts FRCTX vs TEFEX
Franklin CA Tax Free Income C
Price$6.52
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets12.32B
American Funds Tax-Exempt Fund of CA F2
Price$16.13
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets3.16B
FRCTX vs TEFEX Comparison Chart
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FRCTX vs. TEFEX commentary
Apr 24, 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 TEFEX is a Hold.
FUNDAMENTALS
Fundamentals
FRCTX has more cash in the bank: 12.3B vs. TEFEX (3.16B). FRCTX (3.11) and TEFEX (3.08) have matching dividends . FRCTX was incepted earlier than TEFEX: FRCTX (30 years) vs TEFEX (17 years). FRCTX (1.16) is less costly to investors than TEFEX (0.38). TEFEX is a more actively managed with annual turnover of: 23.00 vs. FRCTX (14.01). FRCTX (1000) and TEFEX (1000) have matching initial minimum investment requirements. FRCTX annual gain was more profitable for investors over the last year : -0.86 vs. TEFEX (-2.36). FRCTX return over 5 years is better than : -3.77 vs. TEFEX (-6.79).
| FRCTX | TEFEX | FRCTX / TEFEX | |
| Total Expense Ratio | 1.16 | 0.38 | 305% |
| Annual Report Gross Expense Ratio | 1.16 | 0.38 | 305% |
| Fund Existence | 30 years | 17 years | - |
| Gain YTD | -3.815 | -3.832 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 3.16B | 389% |
| Annual Yield % from dividends | 3.11 | 3.08 | 101% |
| Returns for 1 year | -0.86 | -2.36 | 37% |
| Returns for 3 years | 0.62 | -2.54 | -25% |
| Returns for 5 years | -3.77 | -6.79 | 55% |
| Returns for 10 years | -3.07 | -6.53 | 47% |
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