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BCTIX vs SWCAX
BCTIX vs SWCAX Comparison
Open Charts BCTIX vs SWCAX
American Century CA Interm-T T-Fr Bd I
Price$10.94
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets1.99B
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets460.22M
BCTIX vs SWCAX Comparison Chart
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BCTIX 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 BCTIX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
BCTIX has more cash in the bank: 1.99B vs. SWCAX (460M). SWCAX (3.23) and BCTIX (3.18) have matching dividends . BCTIX was incepted earlier than SWCAX: BCTIX (15 years) vs SWCAX (33 years). SWCAX (0.41) is less costly to investors than BCTIX (0.27). SWCAX is a more actively managed with annual turnover of: 81.00 vs. BCTIX (64.00). SWCAX has a lower initial minimum investment than BCTIX: SWCAX (0) vs BCTIX (5000000). BCTIX annual gain was more profitable for investors over the last year : 1.59 vs. SWCAX (0.88). BCTIX return over 5 years is better than : 4.43 vs. SWCAX (-0.60).
| BCTIX | SWCAX | BCTIX / SWCAX | |
| Total Expense Ratio | 0.27 | 0.38 | 71% |
| Annual Report Gross Expense Ratio | 0.27 | 0.41 | 66% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | -1.204 | -1.751 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 460M | 433% |
| Annual Yield % from dividends | 3.18 | 3.23 | 98% |
| Returns for 1 year | 1.59 | 0.88 | 181% |
| Returns for 3 years | 6.96 | 6.33 | 110% |
| Returns for 5 years | 4.43 | -0.60 | -737% |
| Returns for 10 years | 18.46 | 11.73 | 157% |
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