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PCMBX vs SWCAX
PCMBX vs SWCAX Comparison
Open Charts PCMBX vs SWCAX
PIMCO CA Intermediate Muni Bd A
Price$9.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Schwab CA Tax-Free Bond
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PCMBX vs SWCAX Comparison Chart
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PCMBX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 447M vs. PCMBX (187M). SWCAX pays higher dividends than PCMBX: SWCAX (2.82) vs PCMBX (2.66). PCMBX was incepted earlier than SWCAX: PCMBX (25 years) vs SWCAX (33 years). PCMBX is a more actively managed with annual turnover of: 69.00 vs. SWCAX (65.00). 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 : 5.96 vs. SWCAX (5.61). PCMBX return over 5 years is better than : 2.48 vs. SWCAX (1.42).
| PCMBX | SWCAX | PCMBX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 1.692 | 1.701 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 447M | 42% |
| Annual Yield % from dividends | 2.66 | 2.82 | 94% |
| Returns for 1 year | 5.96 | 5.61 | 106% |
| Returns for 3 years | -1.81 | -1.34 | 135% |
| Returns for 5 years | 2.48 | 1.42 | 174% |
| Returns for 10 years | 13.59 | 11.96 | 114% |
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