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FTFQX vs OCAYX
FTFQX vs OCAYX Comparison
Open Charts FTFQX vs OCAYX
Franklin CA Tax Free Income A
Price$6.59
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets12.44B
Invesco California Municipal Y
Price$7.71
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets2.13B
FTFQX vs OCAYX Comparison Chart
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FTFQX vs. OCAYX commentary
Apr 28, 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 (2.13B). OCAYX pays higher dividends than FTFQX: OCAYX (4.21) vs FTFQX (3.50). FTFQX was incepted earlier than OCAYX: FTFQX (7 years) vs OCAYX (14 years). OCAYX (0.93) is less costly to investors than FTFQX (0.76). OCAYX is a more actively managed with annual turnover of: 20.00 vs. FTFQX (14.01). FTFQX (1000) and OCAYX (1000) have matching initial minimum investment requirements. FTFQX annual gain was more profitable for investors over the last year : 1.05 vs. OCAYX (0.80). OCAYX return over 5 years is better than : 7.71 vs. FTFQX (-1.46).
| 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 | 14 years | - |
| Gain YTD | -2.676 | -3.324 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 2.13B | 583% |
| Annual Yield % from dividends | 3.50 | 4.21 | 83% |
| Returns for 1 year | 1.05 | 0.80 | 131% |
| Returns for 3 years | 2.46 | 6.07 | 41% |
| Returns for 5 years | -1.46 | 7.71 | -19% |
| Returns for 10 years | N/A | 26.69 | - |
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