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PCMFX vs SRCMX
PCMFX vs SRCMX Comparison
Open Charts PCMFX vs SRCMX
Principal California Municipal Instl
Price$9.60
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets606.59M
Principal California Municipal A
Price$9.59
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets606.59M
PCMFX vs SRCMX Comparison Chart
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PCMFX vs. SRCMX commentary
Jun 15, 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 (607M) and SRCMX (607M) have equal amount of cash in the bank . PCMFX pays higher dividends than SRCMX: PCMFX (3.53) vs SRCMX (3.29). PCMFX was incepted earlier than SRCMX: PCMFX (10 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 : 0.68 vs. SRCMX (0.44). PCMFX return over 5 years is better than : 0.71 vs. SRCMX (-0.30).
| PCMFX | SRCMX | PCMFX / SRCMX | |
| Total Expense Ratio | 0.62 | 0.87 | 71% |
| Annual Report Gross Expense Ratio | 0.65 | 0.87 | 75% |
| Fund Existence | 10 years | 36 years | - |
| Gain YTD | -0.956 | -1.059 | 90% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 607M | 100% |
| Annual Yield % from dividends | 3.53 | 3.29 | 107% |
| Returns for 1 year | 0.68 | 0.44 | 155% |
| Returns for 3 years | 7.68 | 7.03 | 109% |
| Returns for 5 years | 0.71 | -0.30 | -234% |
| Returns for 10 years | 22.58 | 19.85 | 114% |
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