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JCBSX vs SRCMX
JCBSX vs SRCMX Comparison
Open Charts JCBSX vs SRCMX
JPMorgan California Tax Free Bond R6
Price$10.03
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Principal California Municipal A
Price$9.88
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
JCBSX vs SRCMX Comparison Chart
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JCBSX vs. SRCMX commentary
Nov 15, 2024
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: 627M vs. JCBSX (372M). SRCMX (2.86) and JCBSX (2.76) have matching dividends . JCBSX was incepted earlier than SRCMX: JCBSX (6 years) vs SRCMX (35 years). SRCMX is a more actively managed with annual turnover of: 31.50 vs. JCBSX (25.00). SRCMX has a lower initial minimum investment than JCBSX: SRCMX (1000) vs JCBSX (15000000). SRCMX annual gain was more profitable for investors over the last year : 6.41 vs. JCBSX (5.43). JCBSX return over 5 years is better than : 2.59 vs. SRCMX (1.31).
| JCBSX | SRCMX | JCBSX / SRCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 1.512 | 2.245 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 627M | 59% |
| Annual Yield % from dividends | 2.76 | 2.86 | 96% |
| Returns for 1 year | 5.43 | 6.41 | 85% |
| Returns for 3 years | -2.09 | -5.76 | 36% |
| Returns for 5 years | 2.59 | 1.31 | 197% |
| Returns for 10 years | N/A | 22.65 | - |
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