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OWCAX vs SWCAX
OWCAX vs SWCAX Comparison
Open Charts OWCAX vs SWCAX
Old Westbury California Municipal Bd
Price$9.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets386.92M
Schwab CA Tax-Free Bond
Price$11.08
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets479.33M
OWCAX vs SWCAX Comparison Chart in %
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OWCAX vs. SWCAX commentary
Sep 19, 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 479M vs. OWCAX (387M). SWCAX pays higher dividends than OWCAX: SWCAX (3.24) vs OWCAX (2.65). OWCAX was incepted earlier than SWCAX: OWCAX (7 years) vs SWCAX (34 years). OWCAX (0.76) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. OWCAX (35.00). SWCAX has a lower initial minimum investment than OWCAX: SWCAX (0) vs OWCAX (1000). OWCAX annual gain was more profitable for investors over the last year : 2.57 vs. SWCAX (1.60). OWCAX return over 5 years is better than : 1.61 vs. SWCAX (1.49).
| OWCAX | SWCAX | OWCAX / SWCAX | |
| Total Expense Ratio | 0.57 | 0.38 | 150% |
| Annual Report Gross Expense Ratio | 0.76 | 0.41 | 185% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 3.662 | 2.102 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 479M | 81% |
| Annual Yield % from dividends | 2.65 | 3.24 | 82% |
| Returns for 1 year | 2.57 | 1.60 | 160% |
| Returns for 3 years | 10.33 | 11.05 | 93% |
| Returns for 5 years | 1.61 | 1.49 | 108% |
| Returns for 10 years | N/A | 14.70 | - |
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