Interact to see
Advertisement
Advertisement
ALCVX vs SWCAX
ALCVX vs SWCAX Comparison
Open Charts ALCVX vs SWCAX
AB Municipal Income California Advisor
Price$10.48
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.23B
Schwab CA Tax-Free Bond
Price$11.06
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets479.33M
ALCVX vs SWCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALCVX vs. SWCAX commentary
Sep 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 ALCVX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
ALCVX has more cash in the bank: 1.23B vs. SWCAX (479M). ALCVX (3.25) and SWCAX (3.24) have matching dividends . ALCVX was incepted earlier than SWCAX: ALCVX (17 years) vs SWCAX (34 years). ALCVX (0.52) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. ALCVX (35.00). SWCAX annual gain was more profitable for investors over the last year : 1.60 vs. ALCVX (0.55). ALCVX return over 5 years is better than : 7.09 vs. SWCAX (1.40).
| ALCVX | SWCAX | ALCVX / SWCAX | |
| Total Expense Ratio | 0.50 | 0.38 | 132% |
| Annual Report Gross Expense Ratio | 0.52 | 0.41 | 127% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 1.910 | 2.009 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 479M | 257% |
| Annual Yield % from dividends | 3.25 | 3.24 | 100% |
| Returns for 1 year | 0.55 | 1.60 | 34% |
| Returns for 3 years | 12.77 | 10.95 | 117% |
| Returns for 5 years | 7.09 | 1.40 | 508% |
| Returns for 10 years | 17.49 | 14.60 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GDXD | 1.22 | 0.08 | +7.02% |
| MicroSectors™ Gold Mns 3X Inv Lvrgd ETN | |||
| REW | 6.43 | 0.02 | +0.33% |
| ProShares UltraShort Technology | |||
| FCOR | 48.45 | 0.03 | +0.06% |
| Fidelity Corporate Bond ETF | |||
| MEAR | 50.48 | -0.07 | -0.14% |
| iShares Short Maturity Muni Bd Act ETF | |||
| PWRD | 95.62 | -0.28 | -0.29% |
| TCW Transform Systems ETF | |||