Ad is loading...
PCIMX vs SWCAX
PCIMX vs SWCAX Comparison
Open Charts PCIMX vs SWCAX
PIMCO CA Intermediate Muni Bd Instl
Price$9.17
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets197.85M
Schwab CA Tax-Free Bond
Price$10.81
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets454.07M
PCIMX vs SWCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCIMX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 454M vs. PCIMX (198M). PCIMX pays higher dividends than SWCAX: PCIMX (3.44) vs SWCAX (3.20). 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 (35.00). 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 : 1.91 vs. SWCAX (1.05). PCIMX return over 5 years is better than : 4.50 vs. SWCAX (2.19).
| 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 | -0.899 | -1.750 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 454M | 44% |
| Annual Yield % from dividends | 3.44 | 3.20 | 108% |
| Returns for 1 year | 1.91 | 1.05 | 182% |
| Returns for 3 years | 6.78 | 5.76 | 118% |
| Returns for 5 years | 4.50 | 2.19 | 206% |
| Returns for 10 years | 15.51 | 11.07 | 140% |
View a ticker or compare two or three
VS
VS
Ad is loading...