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PCMBX vs SWCAX
PCMBX vs SWCAX Comparison
Open Charts PCMBX vs SWCAX
PIMCO CA Intermediate Muni Bd A
Price$9.17
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets197.85M
Schwab CA Tax-Free Bond
Price$10.81
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets454.07M
PCMBX vs SWCAX Comparison Chart
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PCMBX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 454M vs. PCMBX (198M). SWCAX (3.20) and PCMBX (3.11) have matching dividends . PCMBX was incepted earlier than SWCAX: PCMBX (26 years) vs SWCAX (33 years). PCMBX (0.78) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. PCMBX (35.00). SWCAX has a lower initial minimum investment than PCMBX: SWCAX (0) vs PCMBX (1000). PCMBX annual gain was more profitable for investors over the last year : 1.58 vs. SWCAX (1.05). PCMBX return over 5 years is better than : 3.12 vs. SWCAX (2.19).
| PCMBX | SWCAX | PCMBX / SWCAX | |
| Total Expense Ratio | 0.78 | 0.38 | 204% |
| Annual Report Gross Expense Ratio | 0.78 | 0.41 | 189% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -0.978 | -1.750 | 56% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 454M | 44% |
| Annual Yield % from dividends | 3.11 | 3.20 | 97% |
| Returns for 1 year | 1.58 | 1.05 | 150% |
| Returns for 3 years | 5.97 | 5.76 | 104% |
| Returns for 5 years | 3.12 | 2.19 | 143% |
| Returns for 10 years | 12.37 | 11.07 | 112% |
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