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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$11.21
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
BCTIX vs SWCAX Comparison Chart
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BCTIX 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 BCTIX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
BCTIX has more cash in the bank: 2.05B vs. SWCAX (446M). BCTIX pays higher dividends than SWCAX: BCTIX (2.97) vs SWCAX (2.82). BCTIX was incepted earlier than SWCAX: BCTIX (15 years) vs SWCAX (33 years). BCTIX is a more actively managed with annual turnover of: 79.00 vs. SWCAX (65.00). SWCAX has a lower initial minimum investment than BCTIX: SWCAX (0) vs BCTIX (5000000). BCTIX (5.88) and SWCAX (5.61) have marching annual gain over last year. BCTIX return over 5 years is better than : 5.78 vs. SWCAX (1.42).
| BCTIX | SWCAX | BCTIX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 1.787 | 1.701 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 446M | 460% |
| Annual Yield % from dividends | 2.97 | 2.82 | 105% |
| Returns for 1 year | 5.88 | 5.61 | 105% |
| Returns for 3 years | -0.07 | -1.34 | 5% |
| Returns for 5 years | 5.78 | 1.42 | 406% |
| Returns for 10 years | 19.70 | 11.96 | 165% |
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