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LTCAX vs OLCAX
LTCAX vs OLCAX Comparison
Open Charts LTCAX vs OLCAX
Thornburg CA Limited-Term Muni A
Price$13.01
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets287.15M
Invesco Limited Term CA Municipal A
Price$3.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets836.36M
LTCAX vs OLCAX Comparison Chart in %
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LTCAX vs. OLCAX commentary
Dec 02, 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 LTCAX is a Hold and OLCAX is a Hold.
FUNDAMENTALS
Fundamentals
OLCAX has more cash in the bank: 836M vs. LTCAX (287M). OLCAX pays higher dividends than LTCAX: OLCAX (3.21) vs LTCAX (2.97). LTCAX was incepted earlier than OLCAX: LTCAX (39 years) vs OLCAX (22 years). LTCAX (0.96) is less costly to investors than OLCAX (0.81). LTCAX is a more actively managed with annual turnover of: 46.36 vs. OLCAX (25.00). OLCAX initial investment is less costly to investors than LTCAX (2%) vs LTCAX (2%). OLCAX has a lower initial minimum investment than LTCAX: OLCAX (1000) vs LTCAX (5000). LTCAX annual gain was more profitable for investors over the last year : 3.54 vs. OLCAX (2.36). OLCAX return over 5 years is better than : 5.26 vs. LTCAX (3.80).
| LTCAX | OLCAX | LTCAX / OLCAX | |
| Total Expense Ratio | 0.74 | 0.81 | 91% |
| Annual Report Gross Expense Ratio | 0.96 | 0.81 | 119% |
| Fund Existence | 39 years | 22 years | - |
| Gain YTD | 4.412 | 3.072 | 144% |
| Front Load | 2% | 3% | 90% |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 836M | 34% |
| Annual Yield % from dividends | 2.97 | 3.21 | 93% |
| Returns for 1 year | 3.54 | 2.36 | 150% |
| Returns for 3 years | 10.24 | 9.33 | 110% |
| Returns for 5 years | 3.80 | 5.26 | 72% |
| Returns for 10 years | 7.85 | 18.20 | 43% |
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