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EICAX vs SWCAX
EICAX vs SWCAX Comparison
Open Charts EICAX vs SWCAX
Eaton Vance CA Municipal Opportunities I
Price$9.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets965.01M
Schwab CA Tax-Free Bond
Price$10.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets464.79M
EICAX vs SWCAX Comparison Chart in %
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EICAX vs. SWCAX commentary
Jun 28, 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: 965M vs. SWCAX (465M). EICAX pays higher dividends than SWCAX: EICAX (3.71) vs SWCAX (3.25). 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 : 0.90 vs. EICAX (0.38). EICAX return over 5 years is better than : 0.13 vs. SWCAX (-0.18).
| 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 | -2.170 | -0.926 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 465M | 208% |
| Annual Yield % from dividends | 3.71 | 3.25 | 114% |
| Returns for 1 year | 0.38 | 0.90 | 42% |
| Returns for 3 years | 7.83 | 7.35 | 106% |
| Returns for 5 years | 0.13 | -0.18 | -70% |
| Returns for 10 years | 10.78 | 12.36 | 87% |
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