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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-$0.00 (-0.00%)
VolumeN/A
Net Assets391.7M
Principal California Municipal A
Price$9.60
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets606.76M
JCBSX vs SRCMX Comparison Chart
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JCBSX vs. SRCMX commentary
Jun 14, 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: 607M vs. JCBSX (392M). SRCMX (3.29) and JCBSX (3.28) 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 : 0.89 vs. SRCMX (0.54). SRCMX return over 5 years is better than : -0.41 vs. JCBSX (-0.85).
| 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 | -0.427 | -1.162 | 37% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 607M | 65% |
| Annual Yield % from dividends | 3.28 | 3.29 | 100% |
| Returns for 1 year | 0.89 | 0.54 | 166% |
| Returns for 3 years | 6.80 | 6.26 | 109% |
| Returns for 5 years | -0.85 | -0.41 | 209% |
| Returns for 10 years | N/A | 19.96 | - |
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