Ad is loading...
PCFCX vs SWCAX
PCFCX vs SWCAX Comparison
Open Charts PCFCX vs SWCAX
PIMCO CA Intermediate Muni Bd C
Price$9.37
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
PCFCX vs SWCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCFCX vs. SWCAX commentary
Nov 15, 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 PCFCX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 447M vs. PCFCX (187M). SWCAX pays higher dividends than PCFCX: SWCAX (2.82) vs PCFCX (1.93). PCFCX was incepted earlier than SWCAX: PCFCX (15 years) vs SWCAX (33 years). PCFCX is a more actively managed with annual turnover of: 69.00 vs. SWCAX (65.00). 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 : 5.61 vs. PCFCX (5.17). SWCAX return over 5 years is better than : 1.42 vs. PCFCX (-0.64).
| PCFCX | SWCAX | PCFCX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 1.055 | 1.701 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 447M | 42% |
| Annual Yield % from dividends | 1.93 | 2.82 | 68% |
| Returns for 1 year | 5.17 | 5.61 | 92% |
| Returns for 3 years | -3.35 | -1.34 | 251% |
| Returns for 5 years | -0.64 | 1.42 | -45% |
| Returns for 10 years | 6.88 | 11.96 | 58% |
View a ticker or compare two or three
VS
VS
Ad is loading...