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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-$0.01 (-0.11%)
VolumeN/A
Net Assets1.25B
Invesco California Municipal Y
Price$7.57
Change-$0.02 (-0.26%)
VolumeN/A
Net Assets2.07B
MSODX vs OCAYX Comparison Chart in %
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MSODX vs. OCAYX commentary
Jul 17, 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: 2.07B vs. MSODX (1.25B). OCAYX pays higher dividends than MSODX: OCAYX (4.37) vs MSODX (3.87). 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 : -0.94 vs. OCAYX (-2.51). OCAYX return over 5 years is better than : 1.41 vs. MSODX (0.45).
| 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 | -2.212 | -3.766 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 2.07B | 60% |
| Annual Yield % from dividends | 3.87 | 4.37 | 89% |
| Returns for 1 year | -0.94 | -2.51 | 37% |
| Returns for 3 years | 7.22 | 5.15 | 140% |
| Returns for 5 years | 0.45 | 1.41 | 32% |
| Returns for 10 years | N/A | 30.11 | - |
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