Interact to see
Advertisement
Advertisement
BCIAX vs SWCAX
BCIAX vs SWCAX Comparison
Open Charts BCIAX vs SWCAX
American Century CA Interm-T T-Fr Bd A
Price$10.95
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.99B
Schwab CA Tax-Free Bond
Price$10.77
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets463.6M
BCIAX vs SWCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BCIAX vs. SWCAX commentary
Jul 30, 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 (464M). SWCAX pays higher dividends than BCIAX: SWCAX (3.25) vs BCIAX (2.74). 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 : 0.27 vs. SWCAX (-0.10). BCIAX return over 5 years is better than : 0.16 vs. SWCAX (-2.00).
| 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 | -0.708 | -1.212 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 464M | 429% |
| Annual Yield % from dividends | 2.74 | 3.25 | 84% |
| Returns for 1 year | 0.27 | -0.10 | -278% |
| Returns for 3 years | 3.76 | 4.20 | 89% |
| Returns for 5 years | 0.16 | -2.00 | -8% |
| Returns for 10 years | 14.03 | 11.26 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement