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PCMFX vs SRCMX
PCMFX vs SRCMX Comparison
Open Charts PCMFX vs SRCMX
Principal California Municipal Instl
Price$9.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets637.51M
Principal California Municipal A
Price$9.79
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets637.51M
PCMFX vs SRCMX Comparison Chart in %
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PCMFX vs. SRCMX commentary
Sep 17, 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 PCMFX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
PCMFX (638M) and SRCMX (638M) have equal amount of cash in the bank . PCMFX pays higher dividends than SRCMX: PCMFX (3.64) vs SRCMX (3.40). PCMFX was incepted earlier than SRCMX: PCMFX (11 years) vs SRCMX (36 years). SRCMX (0.87) is less costly to investors than PCMFX (0.65). PCMFX (35.90) and SRCMX (35.90) have comparable annual turnover. PCMFX has a lower initial minimum investment than SRCMX: PCMFX (0) vs SRCMX (1000). PCMFX annual gain was more profitable for investors over the last year : 1.69 vs. SRCMX (1.34). PCMFX return over 5 years is better than : 1.35 vs. SRCMX (0.33).
| PCMFX | SRCMX | PCMFX / SRCMX | |
| Total Expense Ratio | 0.62 | 0.87 | 71% |
| Annual Report Gross Expense Ratio | 0.65 | 0.87 | 75% |
| Fund Existence | 11 years | 36 years | - |
| Gain YTD | 1.995 | 1.828 | 109% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 638M | 100% |
| Annual Yield % from dividends | 3.64 | 3.40 | 107% |
| Returns for 1 year | 1.69 | 1.34 | 126% |
| Returns for 3 years | 11.11 | 10.39 | 107% |
| Returns for 5 years | 1.35 | 0.33 | 403% |
| Returns for 10 years | 24.70 | 21.79 | 113% |
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