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JCBSX vs SRCMX
JCBSX vs SRCMX Comparison
Open Charts JCBSX vs SRCMX
JPMorgan California Tax Free Bond R6
Price$9.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets391.99M
Principal California Municipal A
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets609.83M
JCBSX vs SRCMX Comparison Chart in %
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JCBSX vs. SRCMX commentary
Jul 06, 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 JCBSX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 610M vs. JCBSX (392M). SRCMX (3.32) and JCBSX (3.29) have matching dividends . JCBSX was incepted earlier than SRCMX: JCBSX (7 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than JCBSX (0.47). JCBSX is a more actively managed with annual turnover of: 61.00 vs. SRCMX (35.90). SRCMX has a lower initial minimum investment than JCBSX: SRCMX (1000) vs JCBSX (15000000). JCBSX annual gain was more profitable for investors over the last year : 1.43 vs. SRCMX (0.90). JCBSX (-0.60) and SRCMX (-0.62) have equivalent 5 years return.
| JCBSX | SRCMX | JCBSX / SRCMX | |
| Total Expense Ratio | 0.35 | 0.87 | 40% |
| Annual Report Gross Expense Ratio | 0.47 | 0.87 | 54% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | -0.033 | -0.569 | 6% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 610M | 64% |
| Annual Yield % from dividends | 3.29 | 3.32 | 99% |
| Returns for 1 year | 1.43 | 0.90 | 158% |
| Returns for 3 years | 6.36 | 6.02 | 106% |
| Returns for 5 years | -0.60 | -0.62 | 98% |
| Returns for 10 years | N/A | 20.24 | - |
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