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EICAX vs SWCAX
EICAX vs SWCAX Comparison
Open Charts EICAX vs SWCAX
Eaton Vance CA Municipal Opportunities I
Price$9.77
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets973.24M
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets460.89M
EICAX vs SWCAX Comparison Chart
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EICAX vs. SWCAX commentary
May 25, 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: 973M vs. SWCAX (461M). EICAX pays higher dividends than SWCAX: EICAX (3.67) vs SWCAX (3.23). 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 : 1.07 vs. EICAX (0.76). EICAX return over 5 years is better than : 0.64 vs. SWCAX (-0.42).
| 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 | -2.679 | -1.568 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 461M | 211% |
| Annual Yield % from dividends | 3.67 | 3.23 | 113% |
| Returns for 1 year | 0.76 | 1.07 | 71% |
| Returns for 3 years | 6.74 | 6.53 | 103% |
| Returns for 5 years | 0.64 | -0.42 | -154% |
| Returns for 10 years | 9.89 | 11.93 | 83% |
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