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JCBSX vs SRCMX
JCBSX vs SRCMX Comparison
Open Charts JCBSX vs SRCMX
JPMorgan California Tax Free Bond R6
Price$9.77
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets385.82M
Principal California Municipal A
Price$9.56
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets613.38M
JCBSX vs SRCMX Comparison Chart
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JCBSX vs. SRCMX commentary
May 24, 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: 613M vs. JCBSX (386M). JCBSX (3.26) and SRCMX (3.25) 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 (36.00) and SRCMX (35.90) have comparable annual turnover. 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 : 1.17 vs. SRCMX (0.81). SRCMX return over 5 years is better than : 1.05 vs. JCBSX (-1.11).
| 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 | -1.117 | -1.572 | 71% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 613M | 63% |
| Annual Yield % from dividends | 3.26 | 3.25 | 100% |
| Returns for 1 year | 1.17 | 0.81 | 145% |
| Returns for 3 years | 5.74 | 6.04 | 95% |
| Returns for 5 years | -1.11 | 1.05 | -105% |
| Returns for 10 years | N/A | 19.63 | - |
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