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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$10.80
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets1.31B
Schwab CA Tax-Free Bond
Price$10.84
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets455.66M
FRCZX vs SWCAX Comparison Chart
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FRCZX vs. SWCAX commentary
May 01, 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: 1.32B vs. SWCAX (456M). FRCZX (3.25) and SWCAX (3.20) 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 : 1.58 vs. SWCAX (0.98). SWCAX return over 5 years is better than : 2.03 vs. FRCZX (0.23).
| 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 | -1.208 | -1.568 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 456M | 288% |
| Annual Yield % from dividends | 3.25 | 3.20 | 102% |
| Returns for 1 year | 1.58 | 0.98 | 162% |
| Returns for 3 years | 4.48 | 5.95 | 75% |
| Returns for 5 years | 0.23 | 2.03 | 11% |
| Returns for 10 years | -0.05 | 11.28 | -0% |
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