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OWCAX vs SRCMX
OWCAX vs SRCMX Comparison
Open Charts OWCAX vs SRCMX
Old Westbury California Municipal Bd
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets354.42M
Principal California Municipal A
Price$9.60
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets610.18M
OWCAX vs SRCMX Comparison Chart in %
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OWCAX vs. SRCMX commentary
Jul 09, 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 OWCAX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 610M vs. OWCAX (354M). SRCMX pays higher dividends than OWCAX: SRCMX (3.32) vs OWCAX (2.68). OWCAX was incepted earlier than SRCMX: OWCAX (7 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than OWCAX (0.76). SRCMX (35.90) and OWCAX (35.00) have comparable annual turnover. OWCAX (1000) and SRCMX (1000) have matching initial minimum investment requirements. OWCAX annual gain was more profitable for investors over the last year : 2.27 vs. SRCMX (0.80). OWCAX return over 5 years is better than : -0.64 vs. SRCMX (-0.89).
| OWCAX | SRCMX | OWCAX / SRCMX | |
| Total Expense Ratio | 0.57 | 0.87 | 66% |
| Annual Report Gross Expense Ratio | 0.76 | 0.87 | 87% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | 0.908 | -0.569 | -160% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 610M | 58% |
| Annual Yield % from dividends | 2.68 | 3.32 | 81% |
| Returns for 1 year | 2.27 | 0.80 | 283% |
| Returns for 3 years | 6.23 | 5.27 | 118% |
| Returns for 5 years | -0.64 | -0.89 | 72% |
| Returns for 10 years | N/A | 20.36 | - |
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