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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$11.02
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.34B
Schwab CA Tax-Free Bond
Price$11.06
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets479.33M
FRCZX vs SWCAX Comparison Chart in %
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FRCZX vs. SWCAX commentary
Sep 17, 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: 1.34B vs. SWCAX (479M). FRCZX (3.37) and SWCAX (3.24) have matching dividends . FRCZX was incepted earlier than SWCAX: FRCZX (17 years) vs SWCAX (34 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 : 1.92 vs. SWCAX (1.60). SWCAX return over 5 years is better than : 1.40 vs. FRCZX (0.75).
| 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 | 34 years | - |
| Gain YTD | 2.506 | 2.009 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 479M | 279% |
| Annual Yield % from dividends | 3.37 | 3.24 | 104% |
| Returns for 1 year | 1.92 | 1.60 | 120% |
| Returns for 3 years | 10.10 | 10.95 | 92% |
| Returns for 5 years | 0.75 | 1.40 | 54% |
| Returns for 10 years | 4.39 | 14.60 | 30% |
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