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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$10.79
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
FCCRX vs SWCAX Comparison Chart
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FCCRX 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 FCCRX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
FCCRX has more cash in the bank: 1.32B vs. SWCAX (458M). FCCRX (3.33) and SWCAX (3.23) have matching dividends . FCCRX was incepted earlier than SWCAX: FCCRX (8 years) vs SWCAX (33 years). FCCRX (0.52) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. FCCRX (16.05). SWCAX has a lower initial minimum investment than FCCRX: SWCAX (0) vs FCCRX (1000000). FCCRX annual gain was more profitable for investors over the last year : 2.10 vs. SWCAX (1.54). SWCAX return over 5 years is better than : 2.69 vs. FCCRX (0.99).
| FCCRX | SWCAX | FCCRX / SWCAX | |
| Total Expense Ratio | 0.46 | 0.38 | 121% |
| Annual Report Gross Expense Ratio | 0.52 | 0.41 | 127% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -0.547 | -0.929 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 458M | 288% |
| Annual Yield % from dividends | 3.33 | 3.23 | 103% |
| Returns for 1 year | 2.10 | 1.54 | 136% |
| Returns for 3 years | 5.34 | 6.93 | 77% |
| Returns for 5 years | 0.99 | 2.69 | 37% |
| Returns for 10 years | N/A | 12.19 | - |
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