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FCCQX vs SWCAX
FCCQX vs SWCAX Comparison
Open Charts FCCQX vs SWCAX
Franklin CA Interm-Term Tx-Fr Inc A
Price$10.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.3B
Schwab CA Tax-Free Bond
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets464.42M
FCCQX vs SWCAX Comparison Chart in %
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FCCQX vs. SWCAX commentary
Jul 06, 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 FCCQX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
FCCQX has more cash in the bank: 1.3B vs. SWCAX (464M). SWCAX pays higher dividends than FCCQX: SWCAX (3.25) vs FCCQX (3.08). FCCQX was incepted earlier than SWCAX: FCCQX (7 years) vs SWCAX (33 years). FCCQX (0.82) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. FCCQX (16.05). SWCAX has a lower initial minimum investment than FCCQX: SWCAX (0) vs FCCQX (1000). FCCQX annual gain was more profitable for investors over the last year : 1.39 vs. SWCAX (1.10). SWCAX return over 5 years is better than : 0.03 vs. FCCQX (-2.06).
| FCCQX | SWCAX | FCCQX / SWCAX | |
| Total Expense Ratio | 0.74 | 0.38 | 195% |
| Annual Report Gross Expense Ratio | 0.82 | 0.41 | 200% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | -0.006 | -0.478 | 1% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 464M | 280% |
| Annual Yield % from dividends | 3.08 | 3.25 | 95% |
| Returns for 1 year | 1.39 | 1.10 | 127% |
| Returns for 3 years | 5.33 | 6.97 | 76% |
| Returns for 5 years | -2.06 | 0.03 | -6,274% |
| Returns for 10 years | N/A | 12.78 | - |
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