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IORCX vs VCITX
IORCX vs VCITX Comparison
Open Charts IORCX vs VCITX
Invesco California Municipal R6
Price$7.71
Change+$0.04 (+0.52%)
VolumeN/A
Net Assets2.12B
Vanguard CA Long-Term Tax-Exempt I
Price$11.03
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets5.57B
IORCX vs VCITX Comparison Chart
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IORCX vs. VCITX 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 IORCX is a Hold and VCITX is a Hold.
FUNDAMENTALS
Fundamentals
VCITX has more cash in the bank: 5.57B vs. IORCX (2.12B). IORCX pays higher dividends than VCITX: IORCX (4.27) vs VCITX (3.39). IORCX was incepted earlier than VCITX: IORCX (6 years) vs VCITX (39 years). IORCX (0.87) is less costly to investors than VCITX (0.14). VCITX is a more actively managed with annual turnover of: 81.00 vs. IORCX (20.00). 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 : -0.41 vs. VCITX (-3.00). IORCX return over 5 years is better than : 7.29 vs. VCITX (-10.22).
| IORCX | VCITX | IORCX / VCITX | |
| Total Expense Ratio | 0.87 | 0.14 | 621% |
| Annual Report Gross Expense Ratio | 0.87 | 0.14 | 621% |
| Fund Existence | 6 years | 39 years | - |
| Gain YTD | -4.170 | -3.934 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 5.57B | 38% |
| Annual Yield % from dividends | 4.27 | 3.39 | 126% |
| Returns for 1 year | -0.41 | -3.00 | 14% |
| Returns for 3 years | 5.30 | -2.52 | -211% |
| Returns for 5 years | 7.29 | -10.22 | -71% |
| Returns for 10 years | N/A | -8.83 | - |
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