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FTFQX vs OCAYX
FTFQX vs OCAYX Comparison
Open Charts FTFQX vs OCAYX
Franklin CA Tax Free Income A
Price$6.62
Change+$0.05 (+0.76%)
VolumeN/A
Net Assets12.7B
Invesco California Municipal Y
Price$7.68
Change+$0.08 (+1.05%)
VolumeN/A
Net Assets2.03B
FTFQX vs OCAYX Comparison Chart in %
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FTFQX vs. OCAYX commentary
Sep 08, 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: 12.7B vs. OCAYX (2.03B). OCAYX (3.70) and FTFQX (3.63) have matching dividends . 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 : -1.31 vs. OCAYX (-2.86). OCAYX return over 5 years is better than : 2.03 vs. FTFQX (-3.60).
| 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 | -0.685 | -2.625 | 26% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 2.03B | 627% |
| Annual Yield % from dividends | 3.63 | 3.70 | 98% |
| Returns for 1 year | -1.31 | -2.86 | 46% |
| Returns for 3 years | 7.82 | 8.95 | 87% |
| Returns for 5 years | -3.60 | 2.03 | -177% |
| Returns for 10 years | N/A | 31.02 | - |
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