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PCIMX vs SWCAX
PCIMX vs SWCAX Comparison
Open Charts PCIMX vs SWCAX
PIMCO CA Intermediate Muni Bd Instl
Price$9.14
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets204.44M
Schwab CA Tax-Free Bond
Price$10.79
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets459.83M
PCIMX vs SWCAX Comparison Chart
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PCIMX vs. SWCAX commentary
Jun 12, 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: 460M vs. PCIMX (204M). PCIMX pays higher dividends than SWCAX: PCIMX (3.50) 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 : 1.49 vs. SWCAX (0.80). PCIMX return over 5 years is better than : 1.27 vs. SWCAX (-0.63).
| 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 | -0.627 | -1.292 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 460M | 44% |
| Annual Yield % from dividends | 3.50 | 3.25 | 108% |
| Returns for 1 year | 1.49 | 0.80 | 188% |
| Returns for 3 years | 6.71 | 5.70 | 118% |
| Returns for 5 years | 1.27 | -0.63 | -202% |
| Returns for 10 years | 16.78 | 12.23 | 137% |
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