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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$11.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.36B
Schwab CA Tax-Free Bond
Price$11.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets517.07M
FRCZX vs SWCAX Comparison Chart in %
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FRCZX vs. SWCAX commentary
Nov 21, 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: 1.36B vs. SWCAX (517M). FRCZX pays higher dividends than SWCAX: FRCZX (3.38) vs SWCAX (3.19). 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 : 3.49 vs. SWCAX (3.20). SWCAX return over 5 years is better than : 2.09 vs. FRCZX (1.39).
| 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 | 3.497 | 3.215 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 517M | 263% |
| Annual Yield % from dividends | 3.38 | 3.19 | 106% |
| Returns for 1 year | 3.49 | 3.20 | 109% |
| Returns for 3 years | 11.78 | 12.01 | 98% |
| Returns for 5 years | 1.39 | 2.09 | 67% |
| Returns for 10 years | 4.88 | 14.84 | 33% |
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