Interact to see
Advertisement
Advertisement
OLCAX vs SFCIX
OLCAX vs SFCIX Comparison
Open Charts OLCAX vs SFCIX
Invesco Limited Term CA Municipal A
Price$3.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets836.36M
Allspring California Ltd-Trm Tx-Fr A
Price$10.30
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets337.59M
OLCAX vs SFCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OLCAX vs. SFCIX commentary
Dec 02, 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 OLCAX is a Hold and SFCIX is a Hold.
FUNDAMENTALS
Fundamentals
OLCAX has more cash in the bank: 836M vs. SFCIX (338M). OLCAX pays higher dividends than SFCIX: OLCAX (3.21) vs SFCIX (2.18). OLCAX was incepted earlier than SFCIX: OLCAX (22 years) vs SFCIX (33 years). SFCIX (0.86) is less costly to investors than OLCAX (0.81). OLCAX (25.00) and SFCIX (24.00) have comparable annual turnover. OLCAX initial investment is less costly to investors than SFCIX (2%) vs SFCIX (2%). OLCAX (1000) and SFCIX (1000) have matching initial minimum investment requirements. SFCIX annual gain was more profitable for investors over the last year : 3.23 vs. OLCAX (2.36). OLCAX return over 5 years is better than : 5.26 vs. SFCIX (4.18).
| OLCAX | SFCIX | OLCAX / SFCIX | |
| Total Expense Ratio | 0.81 | 0.80 | 101% |
| Annual Report Gross Expense Ratio | 0.81 | 0.86 | 94% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 3.072 | 3.760 | 82% |
| Front Load | 3% | 2% | 125% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 836M | 338M | 247% |
| Annual Yield % from dividends | 3.21 | 2.18 | 147% |
| Returns for 1 year | 2.36 | 3.23 | 73% |
| Returns for 3 years | 9.33 | 10.11 | 92% |
| Returns for 5 years | 5.26 | 4.18 | 126% |
| Returns for 10 years | 18.20 | 8.29 | 219% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement