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FRCZX vs SWCAX
FRCZX vs SWCAX Comparison
Open Charts FRCZX vs SWCAX
Franklin CA Interm-Term Tx-Fr Inc Adv
Price$10.76
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.3B
Schwab CA Tax-Free Bond
Price$10.77
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets463.6M
FRCZX vs SWCAX Comparison Chart in %
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FRCZX vs. SWCAX commentary
Jul 30, 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 FRCZX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
FRCZX has more cash in the bank: 1.3B vs. SWCAX (464M). FRCZX (3.33) and SWCAX (3.25) have matching dividends . FRCZX was incepted earlier than SWCAX: FRCZX (17 years) vs SWCAX (33 years). FRCZX (0.57) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. FRCZX (16.05). SWCAX has a lower initial minimum investment than FRCZX: SWCAX (0) vs FRCZX (100000). FRCZX annual gain was more profitable for investors over the last year : 0.62 vs. SWCAX (-0.10). SWCAX return over 5 years is better than : -2.00 vs. FRCZX (-2.79).
| FRCZX | SWCAX | FRCZX / SWCAX | |
| Total Expense Ratio | 0.49 | 0.38 | 129% |
| Annual Report Gross Expense Ratio | 0.57 | 0.41 | 139% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -0.529 | -1.212 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 464M | 280% |
| Annual Yield % from dividends | 3.33 | 3.25 | 102% |
| Returns for 1 year | 0.62 | -0.10 | -646% |
| Returns for 3 years | 3.51 | 4.20 | 84% |
| Returns for 5 years | -2.79 | -2.00 | 140% |
| Returns for 10 years | 1.55 | 11.26 | 14% |
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