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ECCAX vs SWCAX
ECCAX vs SWCAX Comparison
Open Charts ECCAX vs SWCAX
Eaton Vance CA Municipal Opportunities C
Price$9.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1B
Schwab CA Tax-Free Bond
Price$10.85
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets457.57M
ECCAX vs SWCAX Comparison Chart
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ECCAX vs. SWCAX commentary
May 02, 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: 1B vs. SWCAX (458M). SWCAX pays higher dividends than ECCAX: SWCAX (2.96) vs ECCAX (2.64). 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 : 1.45 vs. ECCAX (0.84). SWCAX return over 5 years is better than : 2.60 vs. ECCAX (0.55).
| 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 | -1.924 | -1.020 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 458M | 219% |
| Annual Yield % from dividends | 2.64 | 2.96 | 89% |
| Returns for 1 year | 0.84 | 1.45 | 58% |
| Returns for 3 years | 5.09 | 6.74 | 76% |
| Returns for 5 years | 0.55 | 2.60 | 21% |
| Returns for 10 years | 5.27 | 11.90 | 44% |
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