Interact to see
Advertisement
Advertisement
JCBSX vs SWCAX
JCBSX vs SWCAX Comparison
Open Charts JCBSX vs SWCAX
JPMorgan California Tax Free Bond R6
Price$9.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets391.7M
Schwab CA Tax-Free Bond
Price$10.81
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets458.92M
JCBSX vs SWCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JCBSX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 459M vs. JCBSX (392M). JCBSX (3.28) and SWCAX (3.25) have matching dividends . 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 annual gain was more profitable for investors over the last year : 0.89 vs. SWCAX (0.53). SWCAX return over 5 years is better than : -0.54 vs. JCBSX (-0.85).
| 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 | -0.427 | -1.200 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 459M | 85% |
| Annual Yield % from dividends | 3.28 | 3.25 | 101% |
| Returns for 1 year | 0.89 | 0.53 | 170% |
| Returns for 3 years | 6.80 | 7.05 | 96% |
| Returns for 5 years | -0.85 | -0.54 | 158% |
| Returns for 10 years | N/A | 12.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement