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GCMVX vs SWCAX
GCMVX vs SWCAX Comparison
Open Charts GCMVX vs SWCAX
PIMCO Ca Muni Interm Val Instl
Price$9.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets25.29M
Schwab CA Tax-Free Bond
Price$10.83
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets464.65M
GCMVX vs SWCAX Comparison Chart in %
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GCMVX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 465M vs. GCMVX (25.3M). SWCAX pays higher dividends than GCMVX: SWCAX (3.25) vs GCMVX (2.52). GCMVX was incepted earlier than SWCAX: GCMVX (10 years) vs SWCAX (33 years). GCMVX (0.50) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. GCMVX (24.00). SWCAX has a lower initial minimum investment than GCMVX: SWCAX (0) vs GCMVX (250000). GCMVX annual gain was more profitable for investors over the last year : 2.85 vs. SWCAX (1.01). GCMVX return over 5 years is better than : 1.13 vs. SWCAX (-0.13).
| GCMVX | SWCAX | GCMVX / SWCAX | |
| Total Expense Ratio | 0.39 | 0.38 | 103% |
| Annual Report Gross Expense Ratio | 0.50 | 0.41 | 122% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 1.479 | -0.478 | -310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 465M | 5% |
| Annual Yield % from dividends | 2.52 | 3.25 | 77% |
| Returns for 1 year | 2.85 | 1.01 | 283% |
| Returns for 3 years | 6.20 | 6.39 | 97% |
| Returns for 5 years | 1.13 | -0.13 | -859% |
| Returns for 10 years | N/A | 12.78 | - |
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