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EACAX vs SRCMX
EACAX vs SRCMX Comparison
Open Charts EACAX vs SRCMX
Eaton Vance CA Municipal Opportunities A
Price$9.77
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets965.01M
Principal California Municipal A
Price$9.59
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets606.59M
EACAX vs SRCMX Comparison Chart
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EACAX vs. SRCMX commentary
Jun 15, 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 EACAX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
EACAX has more cash in the bank: 965M vs. SRCMX (607M). EACAX (3.45) and SRCMX (3.29) have matching dividends . EACAX was incepted earlier than SRCMX: EACAX (31 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than EACAX (0.75). EACAX is a more actively managed with annual turnover of: 173.00 vs. SRCMX (35.90). SRCMX initial investment is less costly to investors than EACAX (3%) vs EACAX (3%). EACAX (1000) and SRCMX (1000) have matching initial minimum investment requirements. SRCMX annual gain was more profitable for investors over the last year : 0.44 vs. EACAX (-0.37). SRCMX return over 5 years is better than : -0.30 vs. EACAX (-0.78).
| EACAX | SRCMX | EACAX / SRCMX | |
| Total Expense Ratio | 0.75 | 0.87 | 86% |
| Annual Report Gross Expense Ratio | 0.75 | 0.87 | 86% |
| Fund Existence | 31 years | 36 years | - |
| Gain YTD | -2.376 | -1.059 | 224% |
| Front Load | 3% | 4% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 607M | 159% |
| Annual Yield % from dividends | 3.45 | 3.29 | 105% |
| Returns for 1 year | -0.37 | 0.44 | -85% |
| Returns for 3 years | 7.59 | 7.03 | 108% |
| Returns for 5 years | -0.78 | -0.30 | 259% |
| Returns for 10 years | 9.02 | 19.85 | 45% |
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