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MSODX vs OCAYX
MSODX vs OCAYX Comparison
Open Charts MSODX vs OCAYX
NYLI MacKay California Muni Class R6
Price$9.33
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets1.23B
Invesco California Municipal Y
Price$7.64
Change+$0.02 (+0.26%)
VolumeN/A
Net Assets2.08B
MSODX vs OCAYX Comparison Chart
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MSODX vs. OCAYX commentary
Jun 05, 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 MSODX is a Hold and OCAYX is a Hold.
FUNDAMENTALS
Fundamentals
OCAYX has more cash in the bank: 2.08B vs. MSODX (1.23B). OCAYX pays higher dividends than MSODX: OCAYX (4.35) vs MSODX (3.89). MSODX was incepted earlier than OCAYX: MSODX (6 years) vs OCAYX (15 years). OCAYX (0.93) is less costly to investors than MSODX (0.48). MSODX is a more actively managed with annual turnover of: 40.00 vs. OCAYX (19.00). MSODX has a lower initial minimum investment than OCAYX: MSODX (0) vs OCAYX (1000). MSODX annual gain was more profitable for investors over the last year : 0.08 vs. OCAYX (-0.95). OCAYX return over 5 years is better than : 3.55 vs. MSODX (1.83).
| MSODX | OCAYX | MSODX / OCAYX | |
| Total Expense Ratio | 0.48 | 0.93 | 52% |
| Annual Report Gross Expense Ratio | 0.48 | 0.93 | 52% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | -2.522 | -3.752 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 2.08B | 59% |
| Annual Yield % from dividends | 3.89 | 4.35 | 89% |
| Returns for 1 year | 0.08 | -0.95 | -8% |
| Returns for 3 years | 5.34 | 3.84 | 139% |
| Returns for 5 years | 1.83 | 3.55 | 51% |
| Returns for 10 years | N/A | 27.79 | - |
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