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ALCVX vs SWCAX
ALCVX vs SWCAX Comparison
Open Charts ALCVX vs SWCAX
AB Municipal Income California Advisor
Price$10.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.26B
Schwab CA Tax-Free Bond
Price$11.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets517.07M
ALCVX vs SWCAX Comparison Chart in %
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ALCVX vs. SWCAX commentary
Nov 21, 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: 1.26B vs. SWCAX (517M). ALCVX (3.20) and SWCAX (3.19) 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 : 3.20 vs. ALCVX (2.30). ALCVX return over 5 years is better than : 6.63 vs. SWCAX (2.09).
| 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 | 2.887 | 3.215 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 517M | 244% |
| Annual Yield % from dividends | 3.20 | 3.19 | 100% |
| Returns for 1 year | 2.30 | 3.20 | 72% |
| Returns for 3 years | 13.77 | 12.01 | 115% |
| Returns for 5 years | 6.63 | 2.09 | 317% |
| Returns for 10 years | 17.98 | 14.84 | 121% |
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