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JCBSX vs SWCAX
JCBSX vs SWCAX Comparison
Open Charts JCBSX vs SWCAX
JPMorgan California Tax Free Bond R6
Price$10.03
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Schwab CA Tax-Free Bond
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JCBSX vs SWCAX Comparison Chart
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JCBSX vs. SWCAX commentary
Nov 15, 2024
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: 447M vs. JCBSX (372M). SWCAX (2.82) and JCBSX (2.76) have matching dividends . JCBSX was incepted earlier than SWCAX: JCBSX (6 years) vs SWCAX (33 years). SWCAX is a more actively managed with annual turnover of: 65.00 vs. JCBSX (25.00). SWCAX has a lower initial minimum investment than JCBSX: SWCAX (0) vs JCBSX (15000000). SWCAX (5.61) and JCBSX (5.43) have marching annual gain over last year. JCBSX return over 5 years is better than : 2.59 vs. SWCAX (1.42).
| JCBSX | SWCAX | JCBSX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 1.512 | 1.701 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 447M | 83% |
| Annual Yield % from dividends | 2.76 | 2.82 | 98% |
| Returns for 1 year | 5.43 | 5.61 | 97% |
| Returns for 3 years | -2.09 | -1.34 | 156% |
| Returns for 5 years | 2.59 | 1.42 | 182% |
| Returns for 10 years | N/A | 11.96 | - |
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