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FCCRX vs SWCAX
FCCRX vs SWCAX Comparison
Open Charts FCCRX vs SWCAX
Franklin CA Interm-Term Tx-Fr Inc R6
Price$11.04
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
Schwab CA Tax-Free Bond
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FCCRX vs SWCAX Comparison Chart
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FCCRX vs. SWCAX commentary
Nov 15, 2024
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 FCCRX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
FCCRX has more cash in the bank: 1.35B vs. SWCAX (447M). FCCRX pays higher dividends than SWCAX: FCCRX (3.08) vs SWCAX (2.82). FCCRX was incepted earlier than SWCAX: FCCRX (7 years) vs SWCAX (33 years). SWCAX is a more actively managed with annual turnover of: 65.00 vs. FCCRX (18.50). SWCAX has a lower initial minimum investment than FCCRX: SWCAX (0) vs FCCRX (1000000). FCCRX (5.86) and SWCAX (5.61) have marching annual gain over last year. SWCAX return over 5 years is better than : 1.42 vs. FCCRX (-0.57).
| FCCRX | SWCAX | FCCRX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 1.889 | 1.701 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 447M | 303% |
| Annual Yield % from dividends | 3.08 | 2.82 | 109% |
| Returns for 1 year | 5.86 | 5.61 | 104% |
| Returns for 3 years | -2.82 | -1.34 | 211% |
| Returns for 5 years | -0.57 | 1.42 | -40% |
| Returns for 10 years | N/A | 11.96 | - |
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