Interact to see
Advertisement
Advertisement
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 Assets12.41B
Western Asset California Municipals IS
Price$13.48
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets211.34M
FTFQX vs SHRSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTFQX vs. SHRSX commentary
May 24, 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: 12.4B vs. SHRSX (211M). FTFQX pays higher dividends than SHRSX: FTFQX (3.56) vs SHRSX (3.34). 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). SHRSX is a more actively managed with annual turnover of: 27.00 vs. FTFQX (7.96). 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 : 0.42 vs. FTFQX (0.03). SHRSX return over 5 years is better than : 0.24 vs. FTFQX (-3.65).
| 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 | -2.527 | -2.068 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 211M | 5,877% |
| Annual Yield % from dividends | 3.56 | 3.34 | 107% |
| Returns for 1 year | 0.03 | 0.42 | 6% |
| Returns for 3 years | 4.58 | 6.74 | 68% |
| Returns for 5 years | -3.65 | 0.24 | -1,518% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers