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EICAX vs SWCAX
EICAX vs SWCAX Comparison
Open Charts EICAX vs SWCAX
Eaton Vance CA Municipal Opportunities I
Price$9.88
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1B
Schwab CA Tax-Free Bond
Price$10.85
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets457.57M
EICAX vs SWCAX Comparison Chart
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EICAX vs. SWCAX commentary
May 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: 1B vs. SWCAX (458M). EICAX pays higher dividends than SWCAX: EICAX (3.67) vs SWCAX (2.96). 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). EICAX annual gain was more profitable for investors over the last year : 1.79 vs. SWCAX (1.45). EICAX return over 5 years is better than : 4.10 vs. SWCAX (2.60).
| 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 | -1.683 | -1.020 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 458M | 219% |
| Annual Yield % from dividends | 3.67 | 2.96 | 124% |
| Returns for 1 year | 1.79 | 1.45 | 124% |
| Returns for 3 years | 7.62 | 6.74 | 113% |
| Returns for 5 years | 4.10 | 2.60 | 158% |
| Returns for 10 years | 10.48 | 11.90 | 88% |
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