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GCMFX vs SWCAX
GCMFX vs SWCAX Comparison
Open Charts GCMFX vs SWCAX
PIMCO Ca Muni Oppc Val Instl
Price$9.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets216.36M
Schwab CA Tax-Free Bond
Price$11.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets517.07M
GCMFX vs SWCAX Comparison Chart in %
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GCMFX 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 GCMFX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 517M vs. GCMFX (216M). GCMFX pays higher dividends than SWCAX: GCMFX (3.40) vs SWCAX (3.19). 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 : 3.20 vs. GCMFX (2.46). GCMFX return over 5 years is better than : 7.16 vs. SWCAX (2.09).
| 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 | 2.502 | 3.215 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 517M | 42% |
| Annual Yield % from dividends | 3.40 | 3.19 | 107% |
| Returns for 1 year | 2.46 | 3.20 | 77% |
| Returns for 3 years | 11.45 | 12.01 | 95% |
| Returns for 5 years | 7.16 | 2.09 | 342% |
| Returns for 10 years | 21.89 | 14.84 | 148% |
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