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PBCAX vs SRCMX
PBCAX vs SRCMX Comparison
Open Charts PBCAX vs SRCMX
PGIM California Muni Income A
Price$9.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets299.17M
Principal California Municipal A
Price$9.60
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets610.18M
PBCAX vs SRCMX Comparison Chart in %
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PBCAX vs. SRCMX 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 PBCAX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 610M vs. PBCAX (299M). SRCMX pays higher dividends than PBCAX: SRCMX (3.32) vs PBCAX (2.78). PBCAX was incepted earlier than SRCMX: PBCAX (35 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than PBCAX (0.77). PBCAX is a more actively managed with annual turnover of: 75.00 vs. SRCMX (35.90). SRCMX initial investment is less costly to investors than PBCAX (3%) vs PBCAX (3%). PBCAX (1000) and SRCMX (1000) have matching initial minimum investment requirements. PBCAX annual gain was more profitable for investors over the last year : 2.07 vs. SRCMX (0.80). PBCAX return over 5 years is better than : 1.18 vs. SRCMX (-0.89).
| PBCAX | SRCMX | PBCAX / SRCMX | |
| Total Expense Ratio | 0.69 | 0.87 | 79% |
| Annual Report Gross Expense Ratio | 0.77 | 0.87 | 89% |
| Fund Existence | 35 years | 36 years | - |
| Gain YTD | 0.699 | -0.569 | -123% |
| Front Load | 3% | 4% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 610M | 49% |
| Annual Yield % from dividends | 2.78 | 3.32 | 84% |
| Returns for 1 year | 2.07 | 0.80 | 258% |
| Returns for 3 years | 5.77 | 5.27 | 110% |
| Returns for 5 years | 1.18 | -0.89 | -132% |
| Returns for 10 years | 12.52 | 20.36 | 62% |
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