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LTCIX vs OLCAX
LTCIX vs OLCAX Comparison
Open Charts LTCIX vs OLCAX
Thornburg CA Limited-Term Muni Instl
Price$13.07
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets289.69M
Invesco Limited Term CA Municipal A
Price$3.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets848.56M
LTCIX vs OLCAX Comparison Chart in %
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LTCIX vs. OLCAX commentary
Sep 16, 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: 849M vs. LTCIX (290M). LTCIX pays higher dividends than OLCAX: LTCIX (3.21) vs OLCAX (2.66). LTCIX was incepted earlier than OLCAX: LTCIX (28 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 : 3.45 vs. OLCAX (1.36). OLCAX return over 5 years is better than : 5.06 vs. LTCIX (4.80).
| LTCIX | OLCAX | LTCIX / OLCAX | |
| Total Expense Ratio | 0.49 | 0.81 | 60% |
| Annual Report Gross Expense Ratio | 0.71 | 0.81 | 88% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 4.115 | 1.324 | 311% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 849M | 34% |
| Annual Yield % from dividends | 3.21 | 2.66 | 121% |
| Returns for 1 year | 3.45 | 1.36 | 253% |
| Returns for 3 years | 11.36 | 8.75 | 130% |
| Returns for 5 years | 4.80 | 5.06 | 95% |
| Returns for 10 years | 10.02 | 16.92 | 59% |