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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$10.81
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
FRCZX vs SWCAX Comparison Chart in %
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FRCZX 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 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 : 1.55 vs. SWCAX (1.10). SWCAX return over 5 years is better than : 0.03 vs. FRCZX (-1.20).
| 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 | 0.026 | -0.478 | -5% |
| 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 | 1.55 | 1.10 | 141% |
| Returns for 3 years | 5.98 | 6.97 | 86% |
| Returns for 5 years | -1.20 | 0.03 | -3,649% |
| Returns for 10 years | 2.12 | 12.78 | 17% |
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