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PCIMX vs SRCMX
PCIMX vs SRCMX Comparison
Open Charts PCIMX vs SRCMX
PIMCO CA Intermediate Muni Bd Instl
Price$9.19
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets205.96M
Principal California Municipal A
Price$9.60
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets610.18M
PCIMX vs SRCMX Comparison Chart in %
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PCIMX vs. SRCMX 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 PCIMX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 610M vs. PCIMX (206M). PCIMX (3.49) and SRCMX (3.32) have matching dividends . PCIMX was incepted earlier than SRCMX: PCIMX (26 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than PCIMX (0.45). SRCMX (35.90) and PCIMX (35.00) have comparable annual turnover. SRCMX has a lower initial minimum investment than PCIMX: SRCMX (1000) vs PCIMX (1000000). PCIMX annual gain was more profitable for investors over the last year : 1.84 vs. SRCMX (0.80). PCIMX return over 5 years is better than : 2.05 vs. SRCMX (-0.80).
| PCIMX | SRCMX | PCIMX / SRCMX | |
| Total Expense Ratio | 0.45 | 0.87 | 51% |
| Annual Report Gross Expense Ratio | 0.45 | 0.87 | 51% |
| Fund Existence | 26 years | 36 years | - |
| Gain YTD | 0.419 | -0.569 | -74% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 610M | 34% |
| Annual Yield % from dividends | 3.49 | 3.32 | 105% |
| Returns for 1 year | 1.84 | 0.80 | 231% |
| Returns for 3 years | 7.81 | 5.27 | 148% |
| Returns for 5 years | 2.05 | -0.80 | -256% |
| Returns for 10 years | 17.89 | 20.36 | 88% |
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