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JCBSX vs SWCAX
JCBSX vs SWCAX Comparison
Open Charts JCBSX vs SWCAX
JPMorgan California Tax Free Bond R6
Price$9.77
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets386.62M
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets461.6M
JCBSX vs SWCAX Comparison Chart
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JCBSX vs. SWCAX commentary
May 24, 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: 462M vs. JCBSX (387M). JCBSX (3.26) and SWCAX (3.23) 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 : 1.17 vs. SWCAX (0.98). SWCAX return over 5 years is better than : -0.32 vs. JCBSX (-0.90).
| 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 | -0.914 | -1.477 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 462M | 84% |
| Annual Yield % from dividends | 3.26 | 3.23 | 101% |
| Returns for 1 year | 1.17 | 0.98 | 120% |
| Returns for 3 years | 6.49 | 7.12 | 91% |
| Returns for 5 years | -0.90 | -0.32 | 279% |
| Returns for 10 years | N/A | 12.13 | - |
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