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MACMX vs SRCMX
MACMX vs SRCMX Comparison
Open Charts MACMX vs SRCMX
BlackRock California Muni Opps Instl
Price$12.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal California Municipal A
Price$9.88
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
MACMX vs SRCMX Comparison Chart
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MACMX vs. SRCMX 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 MACMX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
MACMX has more cash in the bank: 2.4B vs. SRCMX (627M). MACMX pays higher dividends than SRCMX: MACMX (3.05) vs SRCMX (2.86). MACMX was incepted earlier than SRCMX: MACMX (36 years) vs SRCMX (35 years). MACMX is a more actively managed with annual turnover of: 52.00 vs. SRCMX (31.50). SRCMX has a lower initial minimum investment than MACMX: SRCMX (1000) vs MACMX (2000000). MACMX annual gain was more profitable for investors over the last year : 7.38 vs. SRCMX (6.41). MACMX return over 5 years is better than : 7.00 vs. SRCMX (1.31).
| MACMX | SRCMX | MACMX / SRCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 35 years | - |
| Gain YTD | 3.075 | 2.245 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 627M | 382% |
| Annual Yield % from dividends | 3.05 | 2.86 | 107% |
| Returns for 1 year | 7.38 | 6.41 | 115% |
| Returns for 3 years | 0.36 | -5.76 | -6% |
| Returns for 5 years | 7.00 | 1.31 | 533% |
| Returns for 10 years | 23.10 | 22.65 | 102% |
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