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MACMX vs SRCMX
MACMX vs SRCMX Comparison
Open Charts MACMX vs SRCMX
BlackRock California Muni Opps Instl
Price$11.70
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets2.31B
Principal California Municipal A
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets608.04M
MACMX vs SRCMX Comparison Chart in %
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MACMX vs. SRCMX commentary
Jul 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 MACMX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
MACMX has more cash in the bank: 2.31B vs. SRCMX (608M). MACMX pays higher dividends than SRCMX: MACMX (3.60) vs SRCMX (3.32). MACMX was incepted earlier than SRCMX: MACMX (37 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than MACMX (0.57). MACMX is a more actively managed with annual turnover of: 77.00 vs. SRCMX (35.90). 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 : 0.91 vs. SRCMX (0.51). MACMX return over 5 years is better than : 8.52 vs. SRCMX (-0.91).
| MACMX | SRCMX | MACMX / SRCMX | |
| Total Expense Ratio | 0.54 | 0.87 | 62% |
| Annual Report Gross Expense Ratio | 0.57 | 0.87 | 66% |
| Fund Existence | 37 years | 36 years | - |
| Gain YTD | -0.632 | -0.956 | 66% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 608M | 380% |
| Annual Yield % from dividends | 3.60 | 3.32 | 108% |
| Returns for 1 year | 0.91 | 0.51 | 179% |
| Returns for 3 years | 9.54 | 5.61 | 170% |
| Returns for 5 years | 8.52 | -0.91 | -935% |
| Returns for 10 years | 22.52 | 20.00 | 113% |
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