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ECCAX vs SWCAX
ECCAX vs SWCAX Comparison
Open Charts ECCAX vs SWCAX
Eaton Vance CA Municipal Opportunities C
Price$9.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets979.64M
Schwab CA Tax-Free Bond
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets464.42M
ECCAX vs SWCAX Comparison Chart in %
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ECCAX vs. SWCAX commentary
Jul 07, 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: 980M vs. SWCAX (464M). SWCAX pays higher dividends than ECCAX: SWCAX (3.25) vs ECCAX (2.71). 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 : 1.10 vs. ECCAX (-0.30). SWCAX return over 5 years is better than : 0.03 vs. ECCAX (-3.03).
| 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 | -2.083 | -0.478 | 436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 980M | 464M | 211% |
| Annual Yield % from dividends | 2.71 | 3.25 | 83% |
| Returns for 1 year | -0.30 | 1.10 | -27% |
| Returns for 3 years | 5.01 | 6.97 | 72% |
| Returns for 5 years | -3.03 | 0.03 | -9,248% |
| Returns for 10 years | 5.87 | 12.78 | 46% |
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