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GCMFX vs SWCAX
GCMFX vs SWCAX Comparison
Open Charts GCMFX vs SWCAX
PIMCO Ca Muni Oppc Val Instl
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net AssetsN/A
Schwab CA Tax-Free Bond
Price$11.06
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets479.33M
GCMFX vs SWCAX Comparison Chart in %
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GCMFX vs. SWCAX commentary
Sep 17, 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
GCMFX pays higher dividends than SWCAX: GCMFX (3.49) vs SWCAX (3.24). 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 : 1.60 vs. GCMFX (0.36). GCMFX return over 5 years is better than : 6.32 vs. SWCAX (1.40).
| 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 | 0.866 | 2.009 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 479M | - |
| Annual Yield % from dividends | 3.49 | 3.24 | 108% |
| Returns for 1 year | 0.36 | 1.60 | 23% |
| Returns for 3 years | 9.59 | 10.95 | 88% |
| Returns for 5 years | 6.32 | 1.40 | 453% |
| Returns for 10 years | 20.60 | 14.60 | 141% |
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