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GCMVX vs SRCMX
GCMVX vs SRCMX Comparison
Open Charts GCMVX vs SRCMX
PIMCO Ca Muni Interm Val Instl
Price$9.89
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets25.76M
Principal California Municipal A
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.3M
GCMVX vs SRCMX Comparison Chart
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GCMVX vs. SRCMX commentary
Apr 30, 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: 611M vs. GCMVX (25.8M). SRCMX pays higher dividends than GCMVX: SRCMX (3.18) vs GCMVX (2.47). GCMVX was incepted earlier than SRCMX: GCMVX (9 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 : 1.88 vs. SRCMX (1.29). SRCMX return over 5 years is better than : 3.83 vs. GCMVX (2.76).
| GCMVX | SRCMX | GCMVX / SRCMX | |
| Total Expense Ratio | 0.39 | 0.87 | 45% |
| Annual Report Gross Expense Ratio | 0.50 | 0.87 | 57% |
| Fund Existence | 9 years | 36 years | - |
| Gain YTD | -0.269 | -1.749 | 15% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.8M | 611M | 4% |
| Annual Yield % from dividends | 2.47 | 3.18 | 78% |
| Returns for 1 year | 1.88 | 1.29 | 145% |
| Returns for 3 years | 5.32 | 3.81 | 140% |
| Returns for 5 years | 2.76 | 3.83 | 72% |
| Returns for 10 years | N/A | 18.39 | - |