Interact to see
Advertisement
Advertisement
LTCIX vs OLCAX
LTCIX vs OLCAX Comparison
Open Charts LTCIX vs OLCAX
Thornburg CA Limited-Term Muni Instl
Price$13.03
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
LTCIX vs OLCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LTCIX 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 LTCIX is a Hold and OLCAX is a Hold.
FUNDAMENTALS
Fundamentals
OLCAX has more cash in the bank: 836M vs. LTCIX (287M). LTCIX (3.22) and OLCAX (3.21) 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 : 3.80 vs. OLCAX (2.36). OLCAX return over 5 years is better than : 5.26 vs. LTCIX (4.92).
| 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 | 4.731 | 3.072 | 154% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 836M | 34% |
| Annual Yield % from dividends | 3.22 | 3.21 | 100% |
| Returns for 1 year | 3.80 | 2.36 | 161% |
| Returns for 3 years | 11.15 | 9.33 | 119% |
| Returns for 5 years | 4.92 | 5.26 | 94% |
| Returns for 10 years | 9.81 | 18.20 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement