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BCITX vs SWCAX
BCITX vs SWCAX Comparison
Open Charts BCITX vs SWCAX
American Century CA Interm-T T-Fr Bd I
Price$11.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Schwab CA Tax-Free Bond
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BCITX vs SWCAX Comparison Chart
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BCITX vs. SWCAX commentary
Nov 14, 2024
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 BCITX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
BCITX has more cash in the bank: 2.05B vs. SWCAX (446M). SWCAX (2.82) and BCITX (2.77) have matching dividends . BCITX was incepted earlier than SWCAX: BCITX (41 years) vs SWCAX (33 years). BCITX is a more actively managed with annual turnover of: 79.00 vs. SWCAX (65.00). SWCAX has a lower initial minimum investment than BCITX: SWCAX (0) vs BCITX (2500). SWCAX (5.61) and BCITX (5.57) have marching annual gain over last year. BCITX return over 5 years is better than : 4.63 vs. SWCAX (1.42).
| BCITX | SWCAX | BCITX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 41 years | 33 years | - |
| Gain YTD | 1.528 | 1.701 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 446M | 460% |
| Annual Yield % from dividends | 2.77 | 2.82 | 98% |
| Returns for 1 year | 5.57 | 5.61 | 99% |
| Returns for 3 years | -0.68 | -1.34 | 51% |
| Returns for 5 years | 4.63 | 1.42 | 325% |
| Returns for 10 years | 17.21 | 11.96 | 144% |
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