Ad is loading...
EACAX vs SRCMX
EACAX vs SRCMX Comparison
Open Charts EACAX vs SRCMX
Eaton Vance CA Municipal Opportunities A
Price$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets1B
Principal California Municipal A
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.3M
EACAX vs SRCMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EACAX vs. SRCMX commentary
May 01, 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: 1B vs. SRCMX (611M). EACAX pays higher dividends than SRCMX: EACAX (3.36) vs SRCMX (3.18). 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 : 1.29 vs. EACAX (1.11). SRCMX return over 5 years is better than : 3.83 vs. EACAX (2.86).
| 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 | -2.551 | -1.749 | 146% |
| Front Load | 3% | 4% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 611M | 164% |
| Annual Yield % from dividends | 3.36 | 3.18 | 106% |
| Returns for 1 year | 1.11 | 1.29 | 86% |
| Returns for 3 years | 5.91 | 3.81 | 155% |
| Returns for 5 years | 2.86 | 3.83 | 75% |
| Returns for 10 years | 8.20 | 18.39 | 45% |
View a ticker or compare two or three
VS
VS
Ad is loading...