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GCMFX vs SWCAX
GCMFX vs SWCAX Comparison
Open Charts GCMFX vs SWCAX
PIMCO Ca Muni Oppc Val Instl
Price$9.78
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets214.9M
Schwab CA Tax-Free Bond
Price$11.12
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets499.69M
GCMFX vs SWCAX Comparison Chart in %
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GCMFX 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 GCMFX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 500M vs. GCMFX (215M). GCMFX pays higher dividends than SWCAX: GCMFX (3.42) vs SWCAX (3.20). GCMFX was incepted earlier than SWCAX: GCMFX (11 years) vs SWCAX (34 years). GCMFX (0.60) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. GCMFX (20.00). SWCAX has a lower initial minimum investment than GCMFX: SWCAX (0) vs GCMFX (250000). SWCAX annual gain was more profitable for investors over the last year : 2.64 vs. GCMFX (2.03). GCMFX return over 5 years is better than : 7.58 vs. SWCAX (2.81).
| GCMFX | SWCAX | GCMFX / SWCAX | |
| Total Expense Ratio | 0.60 | 0.38 | 158% |
| Annual Report Gross Expense Ratio | 0.60 | 0.41 | 146% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 2.194 | 2.845 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 500M | 43% |
| Annual Yield % from dividends | 3.42 | 3.20 | 107% |
| Returns for 1 year | 2.03 | 2.64 | 77% |
| Returns for 3 years | 13.49 | 14.24 | 95% |
| Returns for 5 years | 7.58 | 2.81 | 269% |
| Returns for 10 years | 21.92 | 14.65 | 150% |
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