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EICAX vs SWCAX
EICAX vs SWCAX Comparison
Open Charts EICAX vs SWCAX
Eaton Vance CA Municipal Opportunities I
Price$10.20
Change+$0.02 (+0.20%)
VolumeN/A
CapitalizationN/A
Schwab CA Tax-Free Bond
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
EICAX vs SWCAX Comparison Chart
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EICAX vs. SWCAX commentary
Nov 15, 2024
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: 942M vs. SWCAX (447M). EICAX pays higher dividends than SWCAX: EICAX (3.51) vs SWCAX (2.82). EICAX was incepted earlier than SWCAX: EICAX (17 years) vs SWCAX (33 years). EICAX is a more actively managed with annual turnover of: 171.00 vs. SWCAX (65.00). SWCAX has a lower initial minimum investment than EICAX: SWCAX (0) vs EICAX (1000000). EICAX annual gain was more profitable for investors over the last year : 6.93 vs. SWCAX (5.61). EICAX return over 5 years is better than : 3.38 vs. SWCAX (1.42).
| EICAX | SWCAX | EICAX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 2.643 | 1.701 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 447M | 211% |
| Annual Yield % from dividends | 3.51 | 2.82 | 125% |
| Returns for 1 year | 6.93 | 5.61 | 124% |
| Returns for 3 years | -0.88 | -1.34 | 66% |
| Returns for 5 years | 3.38 | 1.42 | 237% |
| Returns for 10 years | 11.75 | 11.96 | 98% |
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