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MDCMX vs SRCMX
MDCMX vs SRCMX Comparison
Open Charts MDCMX vs SRCMX
BlackRock California Muni Opps Inv A1
Price$11.69
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets2.31B
Principal California Municipal A
Price$9.61
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets608.14M
MDCMX vs SRCMX Comparison Chart in %
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MDCMX vs. SRCMX commentary
Jul 01, 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 MDCMX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
MDCMX has more cash in the bank: 2.31B vs. SRCMX (608M). MDCMX pays higher dividends than SRCMX: MDCMX (3.48) vs SRCMX (3.29). MDCMX was incepted earlier than SRCMX: MDCMX (31 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than MDCMX (0.64). MDCMX is a more actively managed with annual turnover of: 77.00 vs. SRCMX (35.90). MDCMX has a lower initial minimum investment than SRCMX: MDCMX (0) vs SRCMX (1000). SRCMX annual gain was more profitable for investors over the last year : 0.75 vs. MDCMX (0.37). MDCMX return over 5 years is better than : 7.89 vs. SRCMX (-0.66).
| MDCMX | SRCMX | MDCMX / SRCMX | |
| Total Expense Ratio | 0.64 | 0.87 | 74% |
| Annual Report Gross Expense Ratio | 0.64 | 0.87 | 74% |
| Fund Existence | 31 years | 36 years | - |
| Gain YTD | -1.146 | -0.956 | 120% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 608M | 379% |
| Annual Yield % from dividends | 3.48 | 3.29 | 106% |
| Returns for 1 year | 0.37 | 0.75 | 49% |
| Returns for 3 years | 9.80 | 6.59 | 149% |
| Returns for 5 years | 7.89 | -0.66 | -1,192% |
| Returns for 10 years | 20.89 | 19.77 | 106% |
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