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PCMFX vs SWCAX
PCMFX vs SWCAX Comparison
Open Charts PCMFX vs SWCAX
Principal California Municipal Instl
Price$9.81
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets636.61M
Schwab CA Tax-Free Bond
Price$11.06
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets479.33M
PCMFX vs SWCAX Comparison Chart in %
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PCMFX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
PCMFX has more cash in the bank: 637M vs. SWCAX (479M). PCMFX pays higher dividends than SWCAX: PCMFX (3.64) vs SWCAX (3.24). 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 (1.60) and PCMFX (1.59) have marching annual gain over last year. SWCAX return over 5 years is better than : 1.40 vs. PCMFX (1.25).
| 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 | 1.995 | 2.009 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 479M | 133% |
| Annual Yield % from dividends | 3.64 | 3.24 | 112% |
| Returns for 1 year | 1.59 | 1.60 | 99% |
| Returns for 3 years | 11.11 | 10.95 | 101% |
| Returns for 5 years | 1.25 | 1.40 | 90% |
| Returns for 10 years | 24.70 | 14.60 | 169% |
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