Interact to see
Advertisement
Advertisement
GCMVX vs SRCMX
GCMVX vs SRCMX Comparison
Open Charts GCMVX vs SRCMX
PIMCO Ca Muni Interm Val Instl
Price$10.02
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets24.84M
Principal California Municipal A
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets625.08M
GCMVX vs SRCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GCMVX vs. SRCMX commentary
Aug 06, 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 GCMVX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 625M vs. GCMVX (24.8M). SRCMX pays higher dividends than GCMVX: SRCMX (3.38) vs GCMVX (2.52). GCMVX was incepted earlier than SRCMX: GCMVX (10 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than GCMVX (0.50). SRCMX is a more actively managed with annual turnover of: 35.90 vs. GCMVX (24.00). SRCMX has a lower initial minimum investment than GCMVX: SRCMX (1000) vs GCMVX (250000). GCMVX annual gain was more profitable for investors over the last year : 1.74 vs. SRCMX (-0.68). GCMVX return over 5 years is better than : 0.25 vs. SRCMX (-2.88).
| GCMVX | SRCMX | GCMVX / SRCMX | |
| Total Expense Ratio | 0.39 | 0.87 | 45% |
| Annual Report Gross Expense Ratio | 0.50 | 0.87 | 57% |
| Fund Existence | 10 years | 36 years | - |
| Gain YTD | 1.793 | -0.674 | -266% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 625M | 4% |
| Annual Yield % from dividends | 2.52 | 3.38 | 75% |
| Returns for 1 year | 1.74 | -0.68 | -256% |
| Returns for 3 years | 5.57 | 3.79 | 147% |
| Returns for 5 years | 0.25 | -2.88 | -9% |
| Returns for 10 years | N/A | 19.04 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IFV | 23.09 | 0.36 | +1.57% |
| First Trust Dorsey Wright Intl Foc 5 | |||
| VIS | 288.41 | 3.01 | +1.05% |
| Vanguard Industrials ETF | |||
| BUI | 26.52 | 0.23 | +0.87% |
| BlackRock Utilities Infrastructure & Power Opportunities Trust | |||
| CBXJ | 27.40 | 0.21 | +0.78% |
| Calamos Bitcoin 90 Str Alt Prt ETF-Jan | |||
| IBIB | 25.35 | N/A | +0.02% |
| iShares iBonds Oct 2025 Term Tips ETF | |||