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BCIAX vs SWCAX
BCIAX vs SWCAX Comparison
Open Charts BCIAX vs SWCAX
American Century CA Interm-T T-Fr Bd A
Price$10.94
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.99B
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets460.89M
BCIAX vs SWCAX Comparison Chart
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BCIAX vs. SWCAX commentary
May 25, 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 BCIAX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
BCIAX has more cash in the bank: 1.99B vs. SWCAX (461M). SWCAX pays higher dividends than BCIAX: SWCAX (3.23) vs BCIAX (2.72). BCIAX was incepted earlier than SWCAX: BCIAX (15 years) vs SWCAX (33 years). BCIAX (0.72) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. BCIAX (64.00). SWCAX has a lower initial minimum investment than BCIAX: SWCAX (0) vs BCIAX (2500). BCIAX annual gain was more profitable for investors over the last year : 1.32 vs. SWCAX (1.07). BCIAX return over 5 years is better than : 2.29 vs. SWCAX (-0.42).
| BCIAX | SWCAX | BCIAX / SWCAX | |
| Total Expense Ratio | 0.72 | 0.38 | 189% |
| Annual Report Gross Expense Ratio | 0.72 | 0.41 | 176% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | -1.169 | -1.568 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 461M | 432% |
| Annual Yield % from dividends | 2.72 | 3.23 | 84% |
| Returns for 1 year | 1.32 | 1.07 | 124% |
| Returns for 3 years | 5.72 | 6.53 | 88% |
| Returns for 5 years | 2.29 | -0.42 | -550% |
| Returns for 10 years | 13.79 | 11.93 | 116% |
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