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CCBYX vs SWCAX
CCBYX vs SWCAX Comparison
Open Charts CCBYX vs SWCAX
Columbia California Itmt Muncpl Bd Inst3
Price$9.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets296.82M
Schwab CA Tax-Free Bond
Price$11.06
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets479.33M
CCBYX vs SWCAX Comparison Chart in %
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CCBYX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 479M vs. CCBYX (297M). SWCAX pays higher dividends than CCBYX: SWCAX (3.24) vs CCBYX (2.92). CCBYX was incepted earlier than SWCAX: CCBYX (9 years) vs SWCAX (34 years). CCBYX (0.53) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. CCBYX (16.00). SWCAX has a lower initial minimum investment than CCBYX: SWCAX (0) vs CCBYX (1000000). CCBYX annual gain was more profitable for investors over the last year : 1.91 vs. SWCAX (1.60). CCBYX return over 5 years is better than : 4.77 vs. SWCAX (1.40).
| CCBYX | SWCAX | CCBYX / SWCAX | |
| Total Expense Ratio | 0.42 | 0.38 | 111% |
| Annual Report Gross Expense Ratio | 0.53 | 0.41 | 129% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 2.401 | 2.009 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 479M | 62% |
| Annual Yield % from dividends | 2.92 | 3.24 | 90% |
| Returns for 1 year | 1.91 | 1.60 | 119% |
| Returns for 3 years | 10.69 | 10.95 | 98% |
| Returns for 5 years | 4.77 | 1.40 | 342% |
| Returns for 10 years | N/A | 14.60 | - |
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