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GCMVX vs SWCAX
GCMVX vs SWCAX Comparison
Open Charts GCMVX vs SWCAX
PIMCO Ca Muni Interm Val Instl
Price$9.89
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets25.76M
Schwab CA Tax-Free Bond
Price$10.81
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets454.07M
GCMVX vs SWCAX Comparison Chart
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GCMVX vs. SWCAX commentary
May 01, 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: 454M vs. GCMVX (25.8M). SWCAX pays higher dividends than GCMVX: SWCAX (3.20) vs GCMVX (2.47). GCMVX was incepted earlier than SWCAX: GCMVX (9 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 : 1.88 vs. SWCAX (1.05). GCMVX return over 5 years is better than : 2.76 vs. SWCAX (2.19).
| GCMVX | SWCAX | GCMVX / SWCAX | |
| Total Expense Ratio | 0.39 | 0.38 | 103% |
| Annual Report Gross Expense Ratio | 0.50 | 0.41 | 122% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -0.269 | -1.750 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.8M | 454M | 6% |
| Annual Yield % from dividends | 2.47 | 3.20 | 77% |
| Returns for 1 year | 1.88 | 1.05 | 178% |
| Returns for 3 years | 5.32 | 5.76 | 92% |
| Returns for 5 years | 2.76 | 2.19 | 126% |
| Returns for 10 years | N/A | 11.07 | - |
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