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FTFQX vs OCAYX
FTFQX vs OCAYX Comparison
Open Charts FTFQX vs OCAYX
Franklin CA Tax Free Income A
Price$6.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.42B
Invesco California Municipal Y
Price$7.49
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets2.04B
FTFQX vs OCAYX Comparison Chart in %
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FTFQX vs. OCAYX commentary
Jul 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 FTFQX is a Hold and OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
FTFQX has more cash in the bank: 12.4B vs. OCAYX (2.04B). OCAYX pays higher dividends than FTFQX: OCAYX (4.37) vs FTFQX (3.60). FTFQX was incepted earlier than OCAYX: FTFQX (7 years) vs OCAYX (15 years). OCAYX (0.86) is less costly to investors than FTFQX (0.76). OCAYX is a more actively managed with annual turnover of: 19.00 vs. FTFQX (7.96). FTFQX (1000) and OCAYX (1000) have matching initial minimum investment requirements. FTFQX annual gain was more profitable for investors over the last year : -2.45 vs. OCAYX (-3.92). OCAYX return over 5 years is better than : -0.25 vs. FTFQX (-6.57).
| FTFQX | OCAYX | FTFQX / OCAYX | |
| Total Expense Ratio | 0.76 | 0.86 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -3.114 | -5.034 | 62% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 2.04B | 608% |
| Annual Yield % from dividends | 3.60 | 4.37 | 82% |
| Returns for 1 year | -2.45 | -3.92 | 62% |
| Returns for 3 years | 1.86 | 3.51 | 53% |
| Returns for 5 years | -6.57 | -0.25 | 2,575% |
| Returns for 10 years | N/A | 27.77 | - |
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