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PCIMX vs SWCAX
PCIMX vs SWCAX Comparison
Open Charts PCIMX vs SWCAX
PIMCO CA Intermediate Muni Bd Instl
Price$9.20
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets214.1M
Schwab CA Tax-Free Bond
Price$10.84
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets467.21M
PCIMX vs SWCAX Comparison Chart in %
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PCIMX vs. SWCAX commentary
Aug 06, 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 467M vs. PCIMX (214M). PCIMX pays higher dividends than SWCAX: PCIMX (3.50) vs SWCAX (3.27). PCIMX was incepted earlier than SWCAX: PCIMX (26 years) vs SWCAX (33 years). PCIMX (0.45) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. PCIMX (58.00). SWCAX has a lower initial minimum investment than PCIMX: SWCAX (0) vs PCIMX (1000000). PCIMX annual gain was more profitable for investors over the last year : 0.44 vs. SWCAX (-0.33). PCIMX return over 5 years is better than : 0.76 vs. SWCAX (-1.65).
| PCIMX | SWCAX | PCIMX / SWCAX | |
| Total Expense Ratio | 0.45 | 0.38 | 117% |
| Annual Report Gross Expense Ratio | 0.45 | 0.41 | 109% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 0.612 | -0.480 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 467M | 46% |
| Annual Yield % from dividends | 3.50 | 3.27 | 107% |
| Returns for 1 year | 0.44 | -0.33 | -133% |
| Returns for 3 years | 6.73 | 4.97 | 135% |
| Returns for 5 years | 0.76 | -1.65 | -46% |
| Returns for 10 years | 17.63 | 12.09 | 146% |
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