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PCIZX vs SWCAX
PCIZX vs SWCAX Comparison
Open Charts PCIZX vs SWCAX
PGIM California Muni Income Z
Price$9.72
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets301.58M
Schwab CA Tax-Free Bond
Price$10.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets464.14M
PCIZX vs SWCAX Comparison Chart in %
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PCIZX vs. SWCAX commentary
Jul 27, 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 (302M). SWCAX pays higher dividends than PCIZX: SWCAX (3.25) vs PCIZX (3.08). 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 : 1.32 vs. SWCAX (-0.19). PCIZX return over 5 years is better than : 1.02 vs. SWCAX (-1.85).
| 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 | 0.328 | -1.304 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 464M | 65% |
| Annual Yield % from dividends | 3.08 | 3.25 | 95% |
| Returns for 1 year | 1.32 | -0.19 | -700% |
| Returns for 3 years | 5.71 | 4.85 | 118% |
| Returns for 5 years | 1.02 | -1.85 | -55% |
| Returns for 10 years | 13.71 | 11.37 | 121% |
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