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IORCX vs VCITX
IORCX vs VCITX Comparison
Open Charts IORCX vs VCITX
Invesco California Municipal R6
Price$7.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
Vanguard CA Long-Term Tax-Exempt I
Price$10.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.46B
IORCX vs VCITX Comparison Chart in %
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IORCX vs. VCITX commentary
Jul 27, 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 IORCX is a Hold and VCITX is a Hold.
FUNDAMENTALS
Fundamentals
VCITX has more cash in the bank: 5.46B vs. IORCX (2.03B). IORCX pays higher dividends than VCITX: IORCX (4.43) vs VCITX (3.48). IORCX was incepted earlier than VCITX: IORCX (6 years) vs VCITX (39 years). IORCX (0.80) is less costly to investors than VCITX (0.14). VCITX is a more actively managed with annual turnover of: 81.00 vs. IORCX (19.00). VCITX has a lower initial minimum investment than IORCX: VCITX (3000) vs IORCX (1000000). IORCX annual gain was more profitable for investors over the last year : -3.83 vs. VCITX (-4.79). IORCX return over 5 years is better than : 0.30 vs. VCITX (-14.41).
| IORCX | VCITX | IORCX / VCITX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 6 years | 39 years | - |
| Gain YTD | -4.981 | -4.458 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 5.46B | 37% |
| Annual Yield % from dividends | 4.43 | 3.48 | 127% |
| Returns for 1 year | -3.83 | -4.79 | 80% |
| Returns for 3 years | 3.46 | -3.56 | -97% |
| Returns for 5 years | 0.30 | -14.41 | -2% |
| Returns for 10 years | N/A | -8.34 | - |
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