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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+$0.03 (+0.32%)
VolumeN/A
Net Assets1.24B
Invesco California Municipal Y
Price$7.68
Change+$0.04 (+0.52%)
VolumeN/A
Net Assets2.12B
MSODX vs OCAYX Comparison Chart
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MSODX vs. OCAYX commentary
Apr 25, 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: 2.12B vs. MSODX (1.24B). OCAYX pays higher dividends than MSODX: OCAYX (4.21) vs MSODX (3.84). MSODX was incepted earlier than OCAYX: MSODX (5 years) vs OCAYX (14 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 (20.00). 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 : 0.09 vs. OCAYX (-0.61). OCAYX return over 5 years is better than : 6.73 vs. MSODX (4.68).
| MSODX | OCAYX | MSODX / OCAYX | |
| Total Expense Ratio | 0.48 | 0.93 | 52% |
| Annual Report Gross Expense Ratio | 0.48 | 0.93 | 52% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | -3.134 | -4.202 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 2.12B | 58% |
| Annual Yield % from dividends | 3.84 | 4.21 | 91% |
| Returns for 1 year | 0.09 | -0.61 | -15% |
| Returns for 3 years | 7.07 | 5.11 | 138% |
| Returns for 5 years | 4.68 | 6.73 | 70% |
| Returns for 10 years | N/A | 25.25 | - |
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