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CCBYX vs SRCMX
CCBYX vs SRCMX Comparison
Open Charts CCBYX vs SRCMX
Columbia California Itmt Muncpl Bd Inst3
Price$9.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets296.82M
Principal California Municipal A
Price$9.80
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets636.61M
CCBYX vs SRCMX Comparison Chart in %
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CCBYX vs. SRCMX commentary
Sep 17, 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 CCBYX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 637M vs. CCBYX (297M). SRCMX pays higher dividends than CCBYX: SRCMX (3.40) vs CCBYX (2.92). CCBYX was incepted earlier than SRCMX: CCBYX (9 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than CCBYX (0.53). SRCMX is a more actively managed with annual turnover of: 35.90 vs. CCBYX (16.00). SRCMX has a lower initial minimum investment than CCBYX: SRCMX (1000) vs CCBYX (1000000). CCBYX annual gain was more profitable for investors over the last year : 1.91 vs. SRCMX (1.45). CCBYX return over 5 years is better than : 4.77 vs. SRCMX (0.34).
| CCBYX | SRCMX | CCBYX / SRCMX | |
| Total Expense Ratio | 0.42 | 0.87 | 48% |
| Annual Report Gross Expense Ratio | 0.53 | 0.87 | 61% |
| Fund Existence | 9 years | 36 years | - |
| Gain YTD | 2.401 | 1.932 | 124% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 637M | 47% |
| Annual Yield % from dividends | 2.92 | 3.40 | 86% |
| Returns for 1 year | 1.91 | 1.45 | 132% |
| Returns for 3 years | 10.69 | 10.50 | 102% |
| Returns for 5 years | 4.77 | 0.34 | 1,384% |
| Returns for 10 years | N/A | 21.91 | - |
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