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EICAX vs SWCAX
EICAX vs SWCAX Comparison
Open Charts EICAX vs SWCAX
Eaton Vance CA Municipal Opportunities I
Price$9.71
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets979.64M
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets464.51M
EICAX vs SWCAX Comparison Chart in %
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EICAX vs. SWCAX commentary
Aug 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 EICAX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
EICAX has more cash in the bank: 980M vs. SWCAX (465M). EICAX pays higher dividends than SWCAX: EICAX (3.82) vs SWCAX (3.27). EICAX was incepted earlier than SWCAX: EICAX (17 years) vs SWCAX (33 years). EICAX (0.50) is less costly to investors than SWCAX (0.41). EICAX is a more actively managed with annual turnover of: 173.00 vs. SWCAX (81.00). SWCAX has a lower initial minimum investment than EICAX: SWCAX (0) vs EICAX (1000000). SWCAX annual gain was more profitable for investors over the last year : -0.26 vs. EICAX (-1.38). SWCAX return over 5 years is better than : -2.13 vs. EICAX (-2.47).
| EICAX | SWCAX | EICAX / SWCAX | |
| Total Expense Ratio | 0.50 | 0.38 | 132% |
| Annual Report Gross Expense Ratio | 0.50 | 0.41 | 122% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -2.832 | -1.121 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 980M | 465M | 211% |
| Annual Yield % from dividends | 3.82 | 3.27 | 117% |
| Returns for 1 year | -1.38 | -0.26 | 523% |
| Returns for 3 years | 4.63 | 4.20 | 110% |
| Returns for 5 years | -2.47 | -2.13 | 116% |
| Returns for 10 years | 9.58 | 11.27 | 85% |
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