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LTCIX vs OLCAX
LTCIX vs OLCAX Comparison
Open Charts LTCIX vs OLCAX
Thornburg CA Limited-Term Muni Instl
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.1M
Invesco Limited Term CA Municipal A
Price$3.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets820.79M
LTCIX vs OLCAX Comparison Chart in %
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LTCIX vs. OLCAX commentary
Oct 15, 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 LTCIX is a Hold and OLCAX is a Hold.
FUNDAMENTALS
Fundamentals
OLCAX has more cash in the bank: 821M vs. LTCIX (286M). OLCAX (3.20) and LTCIX (3.20) have matching dividends . LTCIX was incepted earlier than OLCAX: LTCIX (29 years) vs OLCAX (22 years). OLCAX (0.81) is less costly to investors than LTCIX (0.71). LTCIX is a more actively managed with annual turnover of: 46.36 vs. OLCAX (25.00). OLCAX has a lower initial minimum investment than LTCIX: OLCAX (1000) vs LTCIX (2500000). LTCIX annual gain was more profitable for investors over the last year : 3.86 vs. OLCAX (2.00). OLCAX return over 5 years is better than : 6.07 vs. LTCIX (5.12).
| LTCIX | OLCAX | LTCIX / OLCAX | |
| Total Expense Ratio | 0.49 | 0.81 | 60% |
| Annual Report Gross Expense Ratio | 0.71 | 0.81 | 88% |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | 4.321 | 2.207 | 196% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 821M | 35% |
| Annual Yield % from dividends | 3.20 | 3.20 | 100% |
| Returns for 1 year | 3.86 | 2.00 | 193% |
| Returns for 3 years | 12.62 | 10.96 | 115% |
| Returns for 5 years | 5.12 | 6.07 | 84% |
| Returns for 10 years | 9.61 | 17.21 | 56% |
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