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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$10.74
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.28B
Schwab CA Tax-Free Bond
Price$10.77
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets458.57M
FCCQX vs SWCAX Comparison Chart
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FCCQX vs. SWCAX commentary
Jun 03, 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: 1.28B vs. SWCAX (459M). SWCAX pays higher dividends than FCCQX: SWCAX (3.25) vs FCCQX (3.06). 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 : 2.20 vs. SWCAX (1.53). SWCAX return over 5 years is better than : -0.21 vs. FCCQX (-2.10).
| 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 | -0.542 | -1.200 | 45% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 459M | 280% |
| Annual Yield % from dividends | 3.06 | 3.25 | 94% |
| Returns for 1 year | 2.20 | 1.53 | 143% |
| Returns for 3 years | 3.45 | 5.05 | 68% |
| Returns for 5 years | -2.10 | -0.21 | 1,001% |
| Returns for 10 years | N/A | 12.53 | - |
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