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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$11.04
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
Schwab CA Tax-Free Bond
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FRCZX vs SWCAX Comparison Chart
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FRCZX vs. SWCAX commentary
Nov 15, 2024
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 (447M). FRCZX pays higher dividends than SWCAX: FRCZX (3.05) vs SWCAX (2.82). FRCZX was incepted earlier than SWCAX: FRCZX (16 years) vs SWCAX (33 years). SWCAX is a more actively managed with annual turnover of: 65.00 vs. FRCZX (18.50). SWCAX has a lower initial minimum investment than FRCZX: SWCAX (0) vs FRCZX (100000). FRCZX (5.83) and SWCAX (5.61) have marching annual gain over last year. SWCAX return over 5 years is better than : 1.42 vs. FRCZX (-0.66).
| FRCZX | SWCAX | FRCZX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 1.863 | 1.701 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 447M | 303% |
| Annual Yield % from dividends | 3.05 | 2.82 | 108% |
| Returns for 1 year | 5.83 | 5.61 | 104% |
| Returns for 3 years | -2.88 | -1.34 | 215% |
| Returns for 5 years | -0.66 | 1.42 | -47% |
| Returns for 10 years | 1.58 | 11.96 | 13% |
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