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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$11.07
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.35B
Schwab CA Tax-Free Bond
Price$11.12
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets499.69M
FRCZX vs SWCAX Comparison Chart in %
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FRCZX vs. SWCAX commentary
Oct 22, 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: 1.35B vs. SWCAX (500M). FRCZX (3.35) and SWCAX (3.20) 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 (22.85). 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 : 2.88 vs. SWCAX (2.64). SWCAX return over 5 years is better than : 2.81 vs. FRCZX (2.08).
| 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 | 3.260 | 2.845 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 500M | 271% |
| Annual Yield % from dividends | 3.35 | 3.20 | 105% |
| Returns for 1 year | 2.88 | 2.64 | 109% |
| Returns for 3 years | 13.84 | 14.24 | 97% |
| Returns for 5 years | 2.08 | 2.81 | 74% |
| Returns for 10 years | 4.73 | 14.65 | 32% |
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