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PCIMX vs SWCAX
PCIMX vs SWCAX Comparison
Open Charts PCIMX vs SWCAX
PIMCO CA Intermediate Muni Bd Instl
Price$9.19
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets205.96M
Schwab CA Tax-Free Bond
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets464.42M
PCIMX vs SWCAX Comparison Chart in %
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PCIMX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 464M vs. PCIMX (206M). PCIMX pays higher dividends than SWCAX: PCIMX (3.49) vs SWCAX (3.25). 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 : 1.84 vs. SWCAX (1.01). PCIMX return over 5 years is better than : 2.05 vs. SWCAX (-0.05).
| 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 | 0.419 | -0.478 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 464M | 44% |
| Annual Yield % from dividends | 3.49 | 3.25 | 107% |
| Returns for 1 year | 1.84 | 1.01 | 183% |
| Returns for 3 years | 7.81 | 6.39 | 122% |
| Returns for 5 years | 2.05 | -0.05 | -4,146% |
| Returns for 10 years | 17.89 | 12.78 | 140% |
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