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FTFQX vs SHRSX
FTFQX vs SHRSX Comparison
Open Charts FTFQX vs SHRSX
Franklin CA Tax Free Income A
Price$6.55
Change+$0.03 (+0.46%)
VolumeN/A
Net Assets12.32B
Western Asset California Municipals IS
Price$13.47
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets212.41M
FTFQX vs SHRSX Comparison Chart
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FTFQX vs. SHRSX commentary
Apr 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 SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
FTFQX has more cash in the bank: 12.3B vs. SHRSX (212M). FTFQX pays higher dividends than SHRSX: FTFQX (3.50) vs SHRSX (3.28). FTFQX was incepted earlier than SHRSX: FTFQX (7 years) vs SHRSX (6 years). FTFQX (0.76) is less costly to investors than SHRSX (0.54). FTFQX is a more actively managed with annual turnover of: 14.01 vs. SHRSX (4.00). FTFQX has a lower initial minimum investment than SHRSX: FTFQX (1000) vs SHRSX (1000000). SHRSX annual gain was more profitable for investors over the last year : -0.27 vs. FTFQX (-0.46). SHRSX return over 5 years is better than : 1.19 vs. FTFQX (-2.50).
| FTFQX | SHRSX | FTFQX / SHRSX | |
| Total Expense Ratio | 0.76 | 0.52 | 146% |
| Annual Report Gross Expense Ratio | 0.76 | 0.54 | 141% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -3.710 | -3.280 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 212M | 5,802% |
| Annual Yield % from dividends | 3.50 | 3.28 | 107% |
| Returns for 1 year | -0.46 | -0.27 | 171% |
| Returns for 3 years | 1.38 | 3.35 | 41% |
| Returns for 5 years | -2.50 | 1.19 | -210% |
| Returns for 10 years | N/A | N/A | - |
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