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PCMFX vs SRCMX
PCMFX vs SRCMX Comparison
Open Charts PCMFX vs SRCMX
Principal California Municipal Instl
Price$9.57
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets611.58M
Principal California Municipal A
Price$9.56
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.58M
PCMFX vs SRCMX Comparison Chart
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PCMFX vs. SRCMX commentary
May 25, 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 (612M) and SRCMX (612M) have equal amount of cash in the bank . PCMFX pays higher dividends than SRCMX: PCMFX (3.49) vs SRCMX (3.25). 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 (1.04) and SRCMX (1.01) have marching annual gain over last year. PCMFX return over 5 years is better than : 1.75 vs. SRCMX (0.95).
| 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 | -1.799 | -1.675 | 107% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 612M | 100% |
| Annual Yield % from dividends | 3.49 | 3.25 | 107% |
| Returns for 1 year | 1.04 | 1.01 | 103% |
| Returns for 3 years | 5.66 | 5.28 | 107% |
| Returns for 5 years | 1.75 | 0.95 | 185% |
| Returns for 10 years | 21.84 | 19.27 | 113% |
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