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PBCAX vs SWCAX
PBCAX vs SWCAX Comparison
Open Charts PBCAX vs SWCAX
PGIM California Muni Income A
Price$9.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets299.17M
Schwab CA Tax-Free Bond
Price$10.83
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets464.65M
PBCAX vs SWCAX Comparison Chart in %
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PBCAX 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 PBCAX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 465M vs. PBCAX (299M). SWCAX pays higher dividends than PBCAX: SWCAX (3.25) vs PBCAX (2.78). PBCAX was incepted earlier than SWCAX: PBCAX (35 years) vs SWCAX (33 years). PBCAX (0.77) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. PBCAX (75.00). SWCAX has a lower initial minimum investment than PBCAX: SWCAX (0) vs PBCAX (1000). PBCAX annual gain was more profitable for investors over the last year : 2.07 vs. SWCAX (1.01). PBCAX return over 5 years is better than : 1.18 vs. SWCAX (-0.13).
| PBCAX | SWCAX | PBCAX / SWCAX | |
| Total Expense Ratio | 0.69 | 0.38 | 182% |
| Annual Report Gross Expense Ratio | 0.77 | 0.41 | 188% |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | 0.699 | -0.478 | -146% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 465M | 64% |
| Annual Yield % from dividends | 2.78 | 3.25 | 86% |
| Returns for 1 year | 2.07 | 1.01 | 205% |
| Returns for 3 years | 5.77 | 6.39 | 90% |
| Returns for 5 years | 1.18 | -0.13 | -893% |
| Returns for 10 years | 12.52 | 12.78 | 98% |
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