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PCIZX vs SWCAX
PCIZX vs SWCAX Comparison
Open Charts PCIZX vs SWCAX
PGIM California Muni Income Z
Price$9.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.45M
Schwab CA Tax-Free Bond
Price$10.83
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets464.42M
PCIZX vs SWCAX Comparison Chart in %
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PCIZX vs. SWCAX commentary
Jul 01, 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 PCIZX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 464M vs. PCIZX (297M). SWCAX pays higher dividends than PCIZX: SWCAX (3.25) vs PCIZX (3.07). PCIZX was incepted earlier than SWCAX: PCIZX (29 years) vs SWCAX (33 years). PCIZX (0.57) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. PCIZX (75.00). PCIZX (0) and SWCAX (0) have matching initial minimum investment requirements. PCIZX annual gain was more profitable for investors over the last year : 2.34 vs. SWCAX (0.90). PCIZX return over 5 years is better than : 2.57 vs. SWCAX (-0.18).
| PCIZX | SWCAX | PCIZX / SWCAX | |
| Total Expense Ratio | 0.39 | 0.38 | 103% |
| Annual Report Gross Expense Ratio | 0.57 | 0.41 | 139% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 0.477 | -0.926 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 464M | 64% |
| Annual Yield % from dividends | 3.07 | 3.25 | 94% |
| Returns for 1 year | 2.34 | 0.90 | 261% |
| Returns for 3 years | 7.38 | 7.35 | 100% |
| Returns for 5 years | 2.57 | -0.18 | -1,431% |
| Returns for 10 years | 14.31 | 12.36 | 116% |
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