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FRCZX vs SRCMX
FRCZX vs SRCMX Comparison
Open Charts FRCZX vs SRCMX
Franklin CA Interm-Term Tx-Fr Inc Adv
Price$10.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.31B
Principal California Municipal A
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.3M
FRCZX vs SRCMX Comparison Chart
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FRCZX vs. SRCMX commentary
May 01, 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 FRCZX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
FRCZX has more cash in the bank: 1.31B vs. SRCMX (611M). FRCZX (3.25) and SRCMX (3.18) have matching dividends . FRCZX was incepted earlier than SRCMX: FRCZX (17 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than FRCZX (0.57). SRCMX is a more actively managed with annual turnover of: 35.90 vs. FRCZX (16.05). SRCMX has a lower initial minimum investment than FRCZX: SRCMX (1000) vs FRCZX (100000). FRCZX annual gain was more profitable for investors over the last year : 1.85 vs. SRCMX (1.29). SRCMX return over 5 years is better than : 3.83 vs. FRCZX (0.57).
| FRCZX | SRCMX | FRCZX / SRCMX | |
| Total Expense Ratio | 0.49 | 0.87 | 56% |
| Annual Report Gross Expense Ratio | 0.57 | 0.87 | 66% |
| Fund Existence | 17 years | 36 years | - |
| Gain YTD | -1.208 | -1.749 | 69% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 611M | 215% |
| Annual Yield % from dividends | 3.25 | 3.18 | 102% |
| Returns for 1 year | 1.85 | 1.29 | 144% |
| Returns for 3 years | 4.48 | 3.81 | 118% |
| Returns for 5 years | 0.57 | 3.83 | 15% |
| Returns for 10 years | -0.05 | 18.39 | -0% |
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