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IORCX vs VCITX
IORCX vs VCITX Comparison
Open Charts IORCX vs VCITX
Invesco California Municipal R6
Price$7.68
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets2.07B
Vanguard CA Long-Term Tax-Exempt I
Price$11.03
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets5.45B
IORCX vs VCITX Comparison Chart
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IORCX vs. VCITX 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 IORCX is a Hold and VCITX is a Hold.
FUNDAMENTALS
Fundamentals
VCITX has more cash in the bank: 5.45B vs. IORCX (2.07B). IORCX pays higher dividends than VCITX: IORCX (4.35) vs VCITX (3.45). 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 (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 : -0.38 vs. VCITX (-2.48). IORCX return over 5 years is better than : 5.63 vs. VCITX (-12.05).
| 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 | -3.686 | -3.584 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 5.45B | 38% |
| Annual Yield % from dividends | 4.35 | 3.45 | 126% |
| Returns for 1 year | -0.38 | -2.48 | 15% |
| Returns for 3 years | 7.21 | -0.93 | -773% |
| Returns for 5 years | 5.63 | -12.05 | -47% |
| Returns for 10 years | N/A | -7.19 | - |
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