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OWCAX vs SWCAX
OWCAX vs SWCAX Comparison
Open Charts OWCAX vs SWCAX
Old Westbury California Municipal Bd
Price$9.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Schwab CA Tax-Free Bond
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
OWCAX vs SWCAX Comparison Chart
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OWCAX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 447M vs. OWCAX (371M). SWCAX pays higher dividends than OWCAX: SWCAX (2.82) vs OWCAX (2.47). OWCAX was incepted earlier than SWCAX: OWCAX (6 years) vs SWCAX (33 years). OWCAX is a more actively managed with annual turnover of: 75.00 vs. SWCAX (65.00). SWCAX has a lower initial minimum investment than OWCAX: SWCAX (0) vs OWCAX (1000). SWCAX annual gain was more profitable for investors over the last year : 5.61 vs. OWCAX (3.99). OWCAX return over 5 years is better than : 1.54 vs. SWCAX (1.42).
| OWCAX | SWCAX | OWCAX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 0.258 | 1.701 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 447M | 83% |
| Annual Yield % from dividends | 2.47 | 2.82 | 88% |
| Returns for 1 year | 3.99 | 5.61 | 71% |
| Returns for 3 years | -1.11 | -1.34 | 83% |
| Returns for 5 years | 1.54 | 1.42 | 108% |
| Returns for 10 years | N/A | 11.96 | - |
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