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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$10.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.3B
Schwab CA Tax-Free Bond
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets464.42M
FCCRX vs SWCAX Comparison Chart in %
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FCCRX vs. SWCAX commentary
Jul 07, 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: 1.3B vs. SWCAX (464M). FCCRX (3.36) and SWCAX (3.25) 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 : 1.68 vs. SWCAX (1.10). SWCAX return over 5 years is better than : 0.03 vs. FCCRX (-1.09).
| 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 | 0.132 | -0.478 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 464M | 280% |
| Annual Yield % from dividends | 3.36 | 3.25 | 103% |
| Returns for 1 year | 1.68 | 1.10 | 152% |
| Returns for 3 years | 6.06 | 6.97 | 87% |
| Returns for 5 years | -1.09 | 0.03 | -3,324% |
| Returns for 10 years | N/A | 12.78 | - |
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