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OWCAX vs SRCMX
OWCAX vs SRCMX Comparison
Open Charts OWCAX vs SRCMX
Old Westbury California Municipal Bd
Price$9.72
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
OWCAX vs SRCMX Comparison Chart
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OWCAX 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 OWCAX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 627M vs. OWCAX (371M). SRCMX pays higher dividends than OWCAX: SRCMX (2.86) vs OWCAX (2.47). OWCAX was incepted earlier than SRCMX: OWCAX (6 years) vs SRCMX (35 years). OWCAX is a more actively managed with annual turnover of: 75.00 vs. SRCMX (31.50). OWCAX (1000) and SRCMX (1000) have matching initial minimum investment requirements. SRCMX annual gain was more profitable for investors over the last year : 6.41 vs. OWCAX (3.99). OWCAX return over 5 years is better than : 1.54 vs. SRCMX (1.31).
| OWCAX | SRCMX | OWCAX / SRCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 0.258 | 2.245 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 627M | 59% |
| Annual Yield % from dividends | 2.47 | 2.86 | 86% |
| Returns for 1 year | 3.99 | 6.41 | 62% |
| Returns for 3 years | -1.11 | -5.76 | 19% |
| Returns for 5 years | 1.54 | 1.31 | 117% |
| Returns for 10 years | N/A | 22.65 | - |
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