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ALCVX vs SRCMX
ALCVX vs SRCMX Comparison
Open Charts ALCVX vs SRCMX
AB Municipal Income California Advisor
Price$10.18
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets1.22B
Principal California Municipal A
Price$9.56
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets612.87M
ALCVX vs SRCMX Comparison Chart
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ALCVX vs. SRCMX commentary
Jun 03, 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 ALCVX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
ALCVX has more cash in the bank: 1.22B vs. SRCMX (613M). SRCMX (3.29) and ALCVX (3.21) have matching dividends . ALCVX was incepted earlier than SRCMX: ALCVX (17 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than ALCVX (0.52). SRCMX is a more actively managed with annual turnover of: 35.90 vs. ALCVX (23.00). SRCMX annual gain was more profitable for investors over the last year : 1.57 vs. ALCVX (0.88). ALCVX return over 5 years is better than : 7.15 vs. SRCMX (0.72).
| ALCVX | SRCMX | ALCVX / SRCMX | |
| Total Expense Ratio | 0.50 | 0.87 | 57% |
| Annual Report Gross Expense Ratio | 0.52 | 0.87 | 60% |
| Fund Existence | 17 years | 36 years | - |
| Gain YTD | -1.525 | -1.162 | 131% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | N/A | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 613M | 198% |
| Annual Yield % from dividends | 3.21 | 3.29 | 98% |
| Returns for 1 year | 0.88 | 1.57 | 56% |
| Returns for 3 years | 5.74 | 3.59 | 160% |
| Returns for 5 years | 7.15 | 0.72 | 987% |
| Returns for 10 years | 14.26 | 20.07 | 71% |
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