Interact to see
Advertisement
Advertisement
PCMFX vs SRCMX
PCMFX vs SRCMX Comparison
Open Charts PCMFX vs SRCMX
Principal California Municipal Instl
Price$9.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets643.16M
Principal California Municipal A
Price$9.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets643.16M
PCMFX vs SRCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PCMFX vs. SRCMX commentary
Oct 22, 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 (643M) and SRCMX (643M) have equal amount of cash in the bank . PCMFX pays higher dividends than SRCMX: PCMFX (3.62) vs SRCMX (3.38). 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 : 2.46 vs. SRCMX (2.21). PCMFX return over 5 years is better than : 2.45 vs. SRCMX (1.34).
| 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 | 2.721 | 2.534 | 107% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 643M | 100% |
| Annual Yield % from dividends | 3.62 | 3.38 | 107% |
| Returns for 1 year | 2.46 | 2.21 | 111% |
| Returns for 3 years | 15.75 | 14.85 | 106% |
| Returns for 5 years | 2.45 | 1.34 | 183% |
| Returns for 10 years | 24.53 | 21.62 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AAPB | 31.59 | 2.33 | +7.98% |
| GraniteShares 2x Long AAPL Daily ETF | |||
| IGPT | 57.95 | 1.08 | +1.90% |
| Invesco AI and Next Gen Software ETF | |||
| FPXI | 60.96 | 0.67 | +1.12% |
| First Trust International Eq Opps ETF | |||
| KAUG | 26.29 | 0.24 | +0.93% |
| Innovator U.S. Small Cp Pwr Buf ETF -Aug | |||
| CGGO | 34.76 | 0.30 | +0.87% |
| Capital Group Global Growth Equity ETF | |||