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PCIMX vs SRCMX
PCIMX vs SRCMX Comparison
Open Charts PCIMX vs SRCMX
PIMCO CA Intermediate Muni Bd Instl
Price$9.17
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets197.85M
Principal California Municipal A
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.3M
PCIMX vs SRCMX Comparison Chart
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PCIMX vs. SRCMX commentary
Apr 30, 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: 611M vs. PCIMX (198M). PCIMX pays higher dividends than SRCMX: PCIMX (3.44) vs SRCMX (3.18). 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 : 1.91 vs. SRCMX (1.29). PCIMX return over 5 years is better than : 4.50 vs. SRCMX (3.83).
| 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 | -0.899 | -1.749 | 51% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 611M | 32% |
| Annual Yield % from dividends | 3.44 | 3.18 | 108% |
| Returns for 1 year | 1.91 | 1.29 | 148% |
| Returns for 3 years | 6.78 | 3.81 | 178% |
| Returns for 5 years | 4.50 | 3.83 | 117% |
| Returns for 10 years | 15.51 | 18.39 | 84% |
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