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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$10.76
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.28B
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets460.89M
FCCRX vs SWCAX Comparison Chart
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FCCRX vs. SWCAX commentary
May 25, 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: 1.28B vs. SWCAX (461M). 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 : 1.91 vs. SWCAX (1.07). SWCAX return over 5 years is better than : -0.42 vs. FCCRX (-1.56).
| 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 | -0.915 | -1.568 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 461M | 278% |
| Annual Yield % from dividends | 3.33 | 3.23 | 103% |
| Returns for 1 year | 1.91 | 1.07 | 179% |
| Returns for 3 years | 5.23 | 6.53 | 80% |
| Returns for 5 years | -1.56 | -0.42 | 374% |
| Returns for 10 years | N/A | 11.93 | - |
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