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PCMFX vs SWCAX
PCMFX vs SWCAX Comparison
Open Charts PCMFX vs SWCAX
Principal California Municipal Instl
Price$9.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets626.66M
Schwab CA Tax-Free Bond
Price$10.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets466.72M
PCMFX vs SWCAX Comparison Chart in %
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PCMFX vs. SWCAX commentary
Aug 27, 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
PCMFX has more cash in the bank: 627M vs. SWCAX (467M). PCMFX pays higher dividends than SWCAX: PCMFX (3.63) vs SWCAX (3.27). PCMFX was incepted earlier than SWCAX: PCMFX (11 years) vs SWCAX (34 years). PCMFX (0.65) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. PCMFX (35.90). PCMFX (0) and SWCAX (0) have matching initial minimum investment requirements. SWCAX annual gain was more profitable for investors over the last year : 0.03 vs. PCMFX (-0.14). SWCAX return over 5 years is better than : -0.91 vs. PCMFX (-1.09).
| PCMFX | SWCAX | PCMFX / SWCAX | |
| Total Expense Ratio | 0.62 | 0.38 | 163% |
| Annual Report Gross Expense Ratio | 0.65 | 0.41 | 159% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | -0.531 | -0.296 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 467M | 134% |
| Annual Yield % from dividends | 3.63 | 3.27 | 111% |
| Returns for 1 year | -0.14 | 0.03 | -482% |
| Returns for 3 years | 6.16 | 6.97 | 88% |
| Returns for 5 years | -1.09 | -0.91 | 120% |
| Returns for 10 years | 21.87 | 12.20 | 179% |
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