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PCFCX vs SWCAX
PCFCX vs SWCAX Comparison
Open Charts PCFCX vs SWCAX
PIMCO CA Intermediate Muni Bd C
Price$9.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets197.85M
Schwab CA Tax-Free Bond
Price$10.85
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets457.57M
PCFCX vs SWCAX Comparison Chart
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PCFCX vs. SWCAX commentary
May 02, 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: 458M vs. PCFCX (198M). SWCAX pays higher dividends than PCFCX: SWCAX (2.96) 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 : 1.45 vs. PCFCX (1.16). SWCAX return over 5 years is better than : 2.60 vs. PCFCX (0.17).
| 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 | -0.630 | -1.020 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 458M | 43% |
| Annual Yield % from dividends | 2.38 | 2.96 | 80% |
| Returns for 1 year | 1.16 | 1.45 | 80% |
| Returns for 3 years | 4.82 | 6.74 | 72% |
| Returns for 5 years | 0.17 | 2.60 | 7% |
| Returns for 10 years | 6.10 | 11.90 | 51% |
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