Interact to see
Advertisement
Advertisement
GCMVX vs SWCAX
GCMVX vs SWCAX Comparison
Open Charts GCMVX vs SWCAX
PIMCO Ca Muni Interm Val Instl
Price$9.95
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets25.68M
Schwab CA Tax-Free Bond
Price$10.80
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets461.22M
GCMVX vs SWCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GCMVX vs. SWCAX commentary
Jun 14, 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: 461M vs. GCMVX (25.7M). SWCAX pays higher dividends than GCMVX: SWCAX (3.25) vs GCMVX (2.51). 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 : 2.32 vs. SWCAX (0.53). GCMVX return over 5 years is better than : 0.77 vs. SWCAX (-0.35).
| 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 | 0.868 | -1.017 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7M | 461M | 6% |
| Annual Yield % from dividends | 2.51 | 3.25 | 77% |
| Returns for 1 year | 2.32 | 0.53 | 438% |
| Returns for 3 years | 6.96 | 7.74 | 90% |
| Returns for 5 years | 0.77 | -0.35 | -217% |
| Returns for 10 years | N/A | 12.36 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement