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ALCVX vs SWCAX
ALCVX vs SWCAX Comparison
Open Charts ALCVX vs SWCAX
AB Municipal Income California Advisor
Price$10.56
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.25B
Schwab CA Tax-Free Bond
Price$11.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets497.12M
ALCVX vs SWCAX Comparison Chart in %
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ALCVX vs. SWCAX commentary
Oct 19, 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: 1.25B vs. SWCAX (497M). ALCVX pays higher dividends than SWCAX: ALCVX (3.52) vs SWCAX (3.20). 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 : 2.64 vs. ALCVX (2.02). ALCVX return over 5 years is better than : 8.34 vs. SWCAX (2.65).
| 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 | 2.985 | 2.845 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 497M | 252% |
| Annual Yield % from dividends | 3.52 | 3.20 | 110% |
| Returns for 1 year | 2.02 | 2.64 | 77% |
| Returns for 3 years | 16.14 | 13.28 | 122% |
| Returns for 5 years | 8.34 | 2.65 | 315% |
| Returns for 10 years | 18.30 | 14.65 | 125% |
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