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GCMVX vs SRCMX
GCMVX vs SRCMX Comparison
Open Charts GCMVX vs SRCMX
PIMCO Ca Muni Interm Val Instl
Price$9.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets25.68M
Principal California Municipal A
Price$9.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets606.71M
GCMVX vs SRCMX Comparison Chart
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GCMVX vs. SRCMX commentary
Jun 12, 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: 607M vs. GCMVX (25.7M). SRCMX pays higher dividends than GCMVX: SRCMX (3.29) vs GCMVX (2.51). 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 : 2.63 vs. SRCMX (1.05). GCMVX return over 5 years is better than : 0.67 vs. SRCMX (-0.41).
| 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 | 0.766 | -1.162 | -66% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7M | 607M | 4% |
| Annual Yield % from dividends | 2.51 | 3.29 | 76% |
| Returns for 1 year | 2.63 | 1.05 | 250% |
| Returns for 3 years | 5.56 | 4.75 | 117% |
| Returns for 5 years | 0.67 | -0.41 | -165% |
| Returns for 10 years | N/A | 19.96 | - |
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