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OWCAX vs SWCAX
OWCAX vs SWCAX Comparison
Open Charts OWCAX vs SWCAX
Old Westbury California Municipal Bd
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets354.42M
Schwab CA Tax-Free Bond
Price$10.83
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets464.65M
OWCAX vs SWCAX Comparison Chart in %
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OWCAX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 465M vs. OWCAX (354M). SWCAX pays higher dividends than OWCAX: SWCAX (3.25) vs OWCAX (2.68). OWCAX was incepted earlier than SWCAX: OWCAX (7 years) vs SWCAX (33 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 : 2.27 vs. SWCAX (1.01). SWCAX return over 5 years is better than : -0.13 vs. OWCAX (-0.64).
| 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 | 33 years | - |
| Gain YTD | 0.908 | -0.478 | -190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 465M | 76% |
| Annual Yield % from dividends | 2.68 | 3.25 | 82% |
| Returns for 1 year | 2.27 | 1.01 | 224% |
| Returns for 3 years | 6.23 | 6.39 | 97% |
| Returns for 5 years | -0.64 | -0.13 | 488% |
| Returns for 10 years | N/A | 12.78 | - |
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