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PCMBX vs SRCMX
PCMBX vs SRCMX Comparison
Open Charts PCMBX vs SRCMX
PIMCO CA Intermediate Muni Bd A
Price$9.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal California Municipal A
Price$9.88
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
PCMBX vs SRCMX Comparison Chart
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PCMBX vs. SRCMX commentary
Nov 15, 2024
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: 627M vs. PCMBX (187M). SRCMX pays higher dividends than PCMBX: SRCMX (2.86) vs PCMBX (2.66). PCMBX was incepted earlier than SRCMX: PCMBX (25 years) vs SRCMX (35 years). PCMBX is a more actively managed with annual turnover of: 69.00 vs. SRCMX (31.50). PCMBX (1000) and SRCMX (1000) have matching initial minimum investment requirements. SRCMX annual gain was more profitable for investors over the last year : 6.41 vs. PCMBX (5.96). PCMBX return over 5 years is better than : 2.48 vs. SRCMX (1.31).
| PCMBX | SRCMX | PCMBX / SRCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 35 years | - |
| Gain YTD | 1.692 | 2.245 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 627M | 30% |
| Annual Yield % from dividends | 2.66 | 2.86 | 93% |
| Returns for 1 year | 5.96 | 6.41 | 93% |
| Returns for 3 years | -1.81 | -5.76 | 31% |
| Returns for 5 years | 2.48 | 1.31 | 189% |
| Returns for 10 years | 13.59 | 22.65 | 60% |
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