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JCBSX vs SWCAX
JCBSX vs SWCAX Comparison
Open Charts JCBSX vs SWCAX
JPMorgan California Tax Free Bond R6
Price$9.79
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets382.36M
Schwab CA Tax-Free Bond
Price$10.85
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets457.57M
JCBSX vs SWCAX Comparison Chart
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JCBSX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 458M vs. JCBSX (382M). JCBSX pays higher dividends than SWCAX: JCBSX (3.26) vs SWCAX (2.96). JCBSX was incepted earlier than SWCAX: JCBSX (7 years) vs SWCAX (33 years). JCBSX (0.47) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. JCBSX (36.00). SWCAX has a lower initial minimum investment than JCBSX: SWCAX (0) vs JCBSX (15000000). JCBSX (1.48) and SWCAX (1.45) have marching annual gain over last year. SWCAX return over 5 years is better than : 2.60 vs. JCBSX (1.92).
| JCBSX | SWCAX | JCBSX / SWCAX | |
| Total Expense Ratio | 0.35 | 0.38 | 92% |
| Annual Report Gross Expense Ratio | 0.47 | 0.41 | 115% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | -0.813 | -1.020 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 458M | 83% |
| Annual Yield % from dividends | 3.26 | 2.96 | 110% |
| Returns for 1 year | 1.48 | 1.45 | 102% |
| Returns for 3 years | 6.17 | 6.74 | 92% |
| Returns for 5 years | 1.92 | 2.60 | 74% |
| Returns for 10 years | N/A | 11.90 | - |
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