Interact to see
Advertisement
Advertisement
IORCX vs VCITX
IORCX vs VCITX Comparison
Open Charts IORCX vs VCITX
Invesco California Municipal R6
Price$7.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.1B
Vanguard CA Long-Term Tax-Exempt I
Price$11.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.44B
IORCX vs VCITX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IORCX vs. VCITX commentary
Jul 06, 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: 5.44B vs. IORCX (2.1B). 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 (0.87) 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 : -1.31 vs. VCITX (-3.06). IORCX return over 5 years is better than : 3.55 vs. VCITX (-12.21).
| 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 | -3.086 | -3.147 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 5.44B | 39% |
| Annual Yield % from dividends | 4.43 | 3.48 | 127% |
| Returns for 1 year | -1.31 | -3.06 | 43% |
| Returns for 3 years | 7.48 | -0.57 | -1,306% |
| Returns for 5 years | 3.55 | -12.21 | -29% |
| Returns for 10 years | N/A | -6.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers