Interact to see
Advertisement
Advertisement
MSODX vs OCAYX
MSODX vs OCAYX Comparison
Open Charts MSODX vs OCAYX
NYLI MacKay California Muni Class R6
Price$9.34
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets1.28B
Invesco California Municipal Y
Price$7.57
Change+$0.02 (+0.26%)
VolumeN/A
Net Assets2B
MSODX vs OCAYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSODX vs. OCAYX commentary
Sep 04, 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: 2B vs. MSODX (1.28B). MSODX (3.84) and OCAYX (3.70) have matching dividends . MSODX was incepted earlier than OCAYX: MSODX (6 years) vs OCAYX (15 years). OCAYX (0.86) 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 : -1.15 vs. OCAYX (-4.27). MSODX return over 5 years is better than : 1.27 vs. OCAYX (0.30).
| MSODX | OCAYX | MSODX / OCAYX | |
| Total Expense Ratio | 0.48 | 0.86 | 56% |
| Annual Report Gross Expense Ratio | 0.48 | 0.86 | 56% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | -1.489 | -4.273 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 2B | 64% |
| Annual Yield % from dividends | 3.84 | 3.70 | 104% |
| Returns for 1 year | -1.15 | -4.27 | 27% |
| Returns for 3 years | 9.66 | 6.56 | 147% |
| Returns for 5 years | 1.27 | 0.30 | 417% |
| Returns for 10 years | N/A | 28.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement