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EACAX vs SRCMX
EACAX vs SRCMX Comparison
Open Charts EACAX vs SRCMX
Eaton Vance CA Municipal Opportunities A
Price$9.76
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets973.24M
Principal California Municipal A
Price$9.56
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.58M
EACAX vs SRCMX Comparison Chart
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EACAX vs. SRCMX commentary
May 25, 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: 973M vs. SRCMX (612M). EACAX (3.41) and SRCMX (3.25) 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 : 1.01 vs. EACAX (0.50). SRCMX return over 5 years is better than : 0.95 vs. EACAX (-0.24).
| 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 | -2.763 | -1.675 | 165% |
| Front Load | 3% | 4% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 612M | 159% |
| Annual Yield % from dividends | 3.41 | 3.25 | 105% |
| Returns for 1 year | 0.50 | 1.01 | 50% |
| Returns for 3 years | 6.10 | 5.28 | 116% |
| Returns for 5 years | -0.24 | 0.95 | -25% |
| Returns for 10 years | 8.49 | 19.27 | 44% |
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