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GCMVX vs SWCAX
GCMVX vs SWCAX Comparison
Open Charts GCMVX vs SWCAX
PIMCO Ca Muni Interm Val Instl
Price$10.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets24.84M
Schwab CA Tax-Free Bond
Price$10.83
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets469.1M
GCMVX vs SWCAX Comparison Chart in %
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GCMVX vs. SWCAX commentary
Aug 10, 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: 469M vs. GCMVX (24.8M). SWCAX pays higher dividends than GCMVX: SWCAX (3.27) 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 : 2.25 vs. SWCAX (0.30). GCMVX return over 5 years is better than : 0.27 vs. SWCAX (-1.63).
| 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 | 1.996 | -0.296 | -674% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 469M | 5% |
| Annual Yield % from dividends | 2.52 | 3.27 | 77% |
| Returns for 1 year | 2.25 | 0.30 | 756% |
| Returns for 3 years | 5.78 | 5.26 | 110% |
| Returns for 5 years | 0.27 | -1.63 | -16% |
| Returns for 10 years | N/A | 12.20 | - |