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PBCAX vs SWCAX
PBCAX vs SWCAX Comparison
Open Charts PBCAX vs SWCAX
PGIM California Muni Income A
Price$9.89
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
PBCAX vs SWCAX Comparison Chart
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PBCAX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 446M vs. PBCAX (251M). SWCAX pays higher dividends than PBCAX: SWCAX (2.82) vs PBCAX (2.43). PBCAX was incepted earlier than SWCAX: PBCAX (34 years) vs SWCAX (33 years). SWCAX is a more actively managed with annual turnover of: 65.00 vs. PBCAX (33.00). SWCAX has a lower initial minimum investment than PBCAX: SWCAX (0) vs PBCAX (1000). SWCAX (6.10) and PBCAX (5.97) have marching annual gain over last year. PBCAX return over 5 years is better than : 1.67 vs. SWCAX (1.51).
| PBCAX | SWCAX | PBCAX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 1.907 | 1.701 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 446M | 56% |
| Annual Yield % from dividends | 2.43 | 2.82 | 86% |
| Returns for 1 year | 5.97 | 6.10 | 98% |
| Returns for 3 years | -2.68 | -1.34 | 200% |
| Returns for 5 years | 1.67 | 1.51 | 111% |
| Returns for 10 years | 10.63 | 11.96 | 89% |
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