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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$11.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
Schwab CA Tax-Free Bond
Price$10.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets467.45M
BCTIX vs SWCAX Comparison Chart in %
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BCTIX vs. SWCAX commentary
Aug 27, 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: 2.03B vs. SWCAX (467M). SWCAX (3.27) and BCTIX (3.20) have matching dividends . BCTIX was incepted earlier than SWCAX: BCTIX (16 years) vs SWCAX (34 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 : 0.83 vs. SWCAX (0.03). BCTIX return over 5 years is better than : 3.51 vs. SWCAX (-0.99).
| BCTIX | SWCAX | BCTIX / SWCAX | |
| Total Expense Ratio | 0.27 | 0.38 | 71% |
| Annual Report Gross Expense Ratio | 0.27 | 0.41 | 66% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 0.509 | -0.296 | -172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 467M | 436% |
| Annual Yield % from dividends | 3.20 | 3.27 | 98% |
| Returns for 1 year | 0.83 | 0.03 | 2,971% |
| Returns for 3 years | 7.89 | 6.97 | 113% |
| Returns for 5 years | 3.51 | -0.99 | -355% |
| Returns for 10 years | 20.11 | 12.20 | 165% |
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