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FTFQX vs OCAYX
FTFQX vs OCAYX Comparison
Open Charts FTFQX vs OCAYX
Franklin CA Tax Free Income A
Price$6.56
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets12.46B
Invesco California Municipal Y
Price$7.63
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets2.08B
FTFQX vs OCAYX Comparison Chart
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FTFQX vs. OCAYX commentary
Jun 10, 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: 12.5B vs. OCAYX (2.08B). OCAYX pays higher dividends than FTFQX: OCAYX (4.36) vs FTFQX (3.59). FTFQX was incepted earlier than OCAYX: FTFQX (7 years) vs OCAYX (15 years). OCAYX (0.93) 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 : -0.57 vs. OCAYX (-1.19). OCAYX return over 5 years is better than : 3.21 vs. FTFQX (-4.40).
| FTFQX | OCAYX | FTFQX / OCAYX | |
| Total Expense Ratio | 0.76 | 0.93 | 82% |
| Annual Report Gross Expense Ratio | 0.76 | 0.93 | 82% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -2.655 | -3.745 | 71% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 2.08B | 602% |
| Annual Yield % from dividends | 3.59 | 4.36 | 82% |
| Returns for 1 year | -0.57 | -1.19 | 48% |
| Returns for 3 years | 2.78 | 6.02 | 46% |
| Returns for 5 years | -4.40 | 3.21 | -137% |
| Returns for 10 years | N/A | 27.96 | - |
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