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ECCAX vs SWCAX
ECCAX vs SWCAX Comparison
Open Charts ECCAX vs SWCAX
Eaton Vance CA Municipal Opportunities C
Price$9.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets965.01M
Schwab CA Tax-Free Bond
Price$10.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets460.59M
ECCAX vs SWCAX Comparison Chart
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ECCAX vs. SWCAX commentary
Jun 06, 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 ECCAX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
ECCAX has more cash in the bank: 965M vs. SWCAX (461M). SWCAX pays higher dividends than ECCAX: SWCAX (3.25) vs ECCAX (2.67). ECCAX was incepted earlier than SWCAX: ECCAX (21 years) vs SWCAX (33 years). ECCAX (1.50) is less costly to investors than SWCAX (0.41). ECCAX is a more actively managed with annual turnover of: 173.00 vs. SWCAX (81.00). SWCAX has a lower initial minimum investment than ECCAX: SWCAX (0) vs ECCAX (1000). SWCAX annual gain was more profitable for investors over the last year : 0.89 vs. ECCAX (-0.46). SWCAX return over 5 years is better than : -0.21 vs. ECCAX (-2.83).
| ECCAX | SWCAX | ECCAX / SWCAX | |
| Total Expense Ratio | 1.50 | 0.38 | 395% |
| Annual Report Gross Expense Ratio | 1.50 | 0.41 | 366% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | -2.667 | -1.200 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 461M | 209% |
| Annual Yield % from dividends | 2.67 | 3.25 | 82% |
| Returns for 1 year | -0.46 | 0.89 | -52% |
| Returns for 3 years | 3.39 | 5.14 | 66% |
| Returns for 5 years | -2.83 | -0.21 | 1,350% |
| Returns for 10 years | 5.25 | 12.53 | 42% |
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