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PCMBX vs SRCMX
PCMBX vs SRCMX Comparison
Open Charts PCMBX vs SRCMX
PIMCO CA Intermediate Muni Bd A
Price$9.17
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets197.85M
Principal California Municipal A
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.3M
PCMBX vs SRCMX Comparison Chart
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PCMBX vs. SRCMX 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 PCMBX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 611M vs. PCMBX (198M). SRCMX (3.18) and PCMBX (3.11) have matching dividends . PCMBX was incepted earlier than SRCMX: PCMBX (26 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than PCMBX (0.78). SRCMX (35.90) and PCMBX (35.00) have comparable annual turnover. SRCMX initial investment is less costly to investors than PCMBX (2%) vs PCMBX (2%). PCMBX (1000) and SRCMX (1000) have matching initial minimum investment requirements. PCMBX annual gain was more profitable for investors over the last year : 1.58 vs. SRCMX (1.29). SRCMX return over 5 years is better than : 3.83 vs. PCMBX (3.12).
| PCMBX | SRCMX | PCMBX / SRCMX | |
| Total Expense Ratio | 0.78 | 0.87 | 89% |
| Annual Report Gross Expense Ratio | 0.78 | 0.87 | 89% |
| Fund Existence | 26 years | 36 years | - |
| Gain YTD | -0.978 | -1.749 | 56% |
| Front Load | 2% | 4% | 60% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 611M | 32% |
| Annual Yield % from dividends | 3.11 | 3.18 | 98% |
| Returns for 1 year | 1.58 | 1.29 | 122% |
| Returns for 3 years | 5.97 | 3.81 | 157% |
| Returns for 5 years | 3.12 | 3.83 | 81% |
| Returns for 10 years | 12.37 | 18.39 | 67% |
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