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JCBSX vs SRCMX
JCBSX vs SRCMX Comparison
Open Charts JCBSX vs SRCMX
JPMorgan California Tax Free Bond R6
Price$9.79
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets382.36M
Principal California Municipal A
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets613.54M
JCBSX vs SRCMX Comparison Chart
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JCBSX vs. SRCMX commentary
May 02, 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: 614M vs. JCBSX (382M). 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). SRCMX (1.54) and JCBSX (1.48) have marching annual gain over last year. SRCMX return over 5 years is better than : 3.84 vs. JCBSX (1.92).
| 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 | -0.813 | -1.160 | 70% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 614M | 62% |
| Annual Yield % from dividends | 3.26 | 3.25 | 100% |
| Returns for 1 year | 1.48 | 1.54 | 96% |
| Returns for 3 years | 6.17 | 4.54 | 136% |
| Returns for 5 years | 1.92 | 3.84 | 50% |
| Returns for 10 years | N/A | 19.10 | - |