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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+$0.02 (+0.19%)
VolumeN/A
Net Assets1.28B
Principal California Municipal A
Price$9.56
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.58M
FRCZX vs SRCMX Comparison Chart
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FRCZX vs. SRCMX commentary
May 25, 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: 1.28B vs. SRCMX (612M). FRCZX (3.29) and SRCMX (3.25) 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 : 1.78 vs. SRCMX (1.01). SRCMX return over 5 years is better than : 0.95 vs. FRCZX (-1.75).
| 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 | -1.109 | -1.675 | 66% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 612M | 209% |
| Annual Yield % from dividends | 3.29 | 3.25 | 101% |
| Returns for 1 year | 1.78 | 1.01 | 176% |
| Returns for 3 years | 5.06 | 5.28 | 96% |
| Returns for 5 years | -1.75 | 0.95 | -185% |
| Returns for 10 years | 0.71 | 19.27 | 4% |
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