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GCMVX vs SRCMX
GCMVX vs SRCMX Comparison
Open Charts GCMVX vs SRCMX
PIMCO Ca Muni Interm Val Instl
Price$9.99
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets25.29M
Principal California Municipal A
Price$9.60
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets610.18M
GCMVX vs SRCMX Comparison Chart in %
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GCMVX vs. SRCMX commentary
Jul 09, 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: 610M vs. GCMVX (25.3M). SRCMX pays higher dividends than GCMVX: SRCMX (3.32) 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 : 2.75 vs. SRCMX (0.80). GCMVX return over 5 years is better than : 1.12 vs. SRCMX (-0.80).
| 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 | 1.378 | -0.569 | -242% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 610M | 4% |
| Annual Yield % from dividends | 2.52 | 3.32 | 76% |
| Returns for 1 year | 2.75 | 0.80 | 344% |
| Returns for 3 years | 6.09 | 5.27 | 116% |
| Returns for 5 years | 1.12 | -0.80 | -140% |
| Returns for 10 years | N/A | 20.36 | - |
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