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PBCAX vs SRCMX
PBCAX vs SRCMX Comparison
Open Charts PBCAX vs SRCMX
PGIM California Muni Income A
Price$9.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal California Municipal A
Price$9.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PBCAX vs SRCMX Comparison Chart
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PBCAX vs. SRCMX commentary
Nov 14, 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 PBCAX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 627M vs. PBCAX (251M). SRCMX pays higher dividends than PBCAX: SRCMX (2.86) vs PBCAX (2.43). PBCAX was incepted earlier than SRCMX: PBCAX (34 years) vs SRCMX (35 years). PBCAX (33.00) and SRCMX (31.50) have comparable annual turnover. PBCAX (1000) and SRCMX (1000) have matching initial minimum investment requirements. SRCMX annual gain was more profitable for investors over the last year : 6.97 vs. PBCAX (5.97). PBCAX return over 5 years is better than : 1.67 vs. SRCMX (1.31).
| PBCAX | SRCMX | PBCAX / SRCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 35 years | - |
| Gain YTD | 1.907 | 2.245 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 627M | 40% |
| Annual Yield % from dividends | 2.43 | 2.86 | 85% |
| Returns for 1 year | 5.97 | 6.97 | 86% |
| Returns for 3 years | -2.68 | -5.76 | 47% |
| Returns for 5 years | 1.67 | 1.31 | 127% |
| Returns for 10 years | 10.63 | 22.65 | 47% |
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