Ad is loading...
FCCQX vs SWCAX
FCCQX vs SWCAX Comparison
Open Charts FCCQX vs SWCAX
Franklin CA Interm-Term Tx-Fr Inc A
Price$10.77
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets1.32B
Schwab CA Tax-Free Bond
Price$10.83
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets458.33M
FCCQX vs SWCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCCQX vs. SWCAX commentary
May 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: 1.32B vs. SWCAX (458M). SWCAX pays higher dividends than FCCQX: SWCAX (3.23) vs FCCQX (3.04). 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 : 1.81 vs. SWCAX (1.54). SWCAX return over 5 years is better than : 2.69 vs. FCCQX (0.05).
| 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 | -0.641 | -0.929 | 69% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 458M | 288% |
| Annual Yield % from dividends | 3.04 | 3.23 | 94% |
| Returns for 1 year | 1.81 | 1.54 | 118% |
| Returns for 3 years | 4.66 | 6.93 | 67% |
| Returns for 5 years | 0.05 | 2.69 | 2% |
| Returns for 10 years | N/A | 12.19 | - |