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EICAX vs SWCAX
EICAX vs SWCAX Comparison
Open Charts EICAX vs SWCAX
Eaton Vance CA Municipal Opportunities I
Price$10.13
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.02B
Schwab CA Tax-Free Bond
Price$11.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets517.07M
EICAX vs SWCAX Comparison Chart in %
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EICAX vs. SWCAX commentary
Nov 21, 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: 1.02B vs. SWCAX (517M). EICAX pays higher dividends than SWCAX: EICAX (3.66) vs SWCAX (3.19). EICAX was incepted earlier than SWCAX: EICAX (18 years) vs SWCAX (34 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 : 3.20 vs. EICAX (2.57). EICAX return over 5 years is better than : 2.45 vs. SWCAX (2.09).
| EICAX | SWCAX | EICAX / SWCAX | |
| Total Expense Ratio | 0.50 | 0.38 | 132% |
| Annual Report Gross Expense Ratio | 0.50 | 0.41 | 122% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 2.468 | 3.215 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 517M | 197% |
| Annual Yield % from dividends | 3.66 | 3.19 | 115% |
| Returns for 1 year | 2.57 | 3.20 | 80% |
| Returns for 3 years | 13.29 | 12.01 | 111% |
| Returns for 5 years | 2.45 | 2.09 | 117% |
| Returns for 10 years | 13.85 | 14.84 | 93% |
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