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PCFCX vs SWCAX
PCFCX vs SWCAX Comparison
Open Charts PCFCX vs SWCAX
PIMCO CA Intermediate Muni Bd C
Price$9.12
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets208.43M
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets460.89M
PCFCX vs SWCAX Comparison Chart
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PCFCX vs. SWCAX commentary
May 25, 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 PCFCX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 461M vs. PCFCX (208M). SWCAX pays higher dividends than PCFCX: SWCAX (3.23) vs PCFCX (2.38). PCFCX was incepted earlier than SWCAX: PCFCX (16 years) vs SWCAX (33 years). PCFCX (1.52) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. PCFCX (35.00). SWCAX has a lower initial minimum investment than PCFCX: SWCAX (0) vs PCFCX (1000). SWCAX annual gain was more profitable for investors over the last year : 1.07 vs. PCFCX (0.50). SWCAX return over 5 years is better than : -0.42 vs. PCFCX (-2.49).
| PCFCX | SWCAX | PCFCX / SWCAX | |
| Total Expense Ratio | 1.52 | 0.38 | 401% |
| Annual Report Gross Expense Ratio | 1.52 | 0.41 | 372% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -1.387 | -1.568 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 461M | 45% |
| Annual Yield % from dividends | 2.38 | 3.23 | 74% |
| Returns for 1 year | 0.50 | 1.07 | 47% |
| Returns for 3 years | 4.59 | 6.53 | 70% |
| Returns for 5 years | -2.49 | -0.42 | 597% |
| Returns for 10 years | 5.94 | 11.93 | 50% |
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