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PCMFX vs SWCAX
PCMFX vs SWCAX Comparison
Open Charts PCMFX vs SWCAX
Principal California Municipal Instl
Price$9.62
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets612.67M
Schwab CA Tax-Free Bond
Price$10.84
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets455.66M
PCMFX vs SWCAX Comparison Chart
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PCMFX vs. SWCAX commentary
May 01, 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: 613M vs. SWCAX (456M). PCMFX pays higher dividends than SWCAX: PCMFX (3.42) vs SWCAX (3.20). PCMFX was incepted earlier than SWCAX: PCMFX (10 years) vs SWCAX (33 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. PCMFX annual gain was more profitable for investors over the last year : 1.26 vs. SWCAX (0.98). PCMFX return over 5 years is better than : 4.34 vs. SWCAX (2.03).
| PCMFX | SWCAX | PCMFX / SWCAX | |
| Total Expense Ratio | 0.62 | 0.38 | 163% |
| Annual Report Gross Expense Ratio | 0.65 | 0.41 | 159% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -1.688 | -1.568 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 456M | 134% |
| Annual Yield % from dividends | 3.42 | 3.20 | 107% |
| Returns for 1 year | 1.26 | 0.98 | 129% |
| Returns for 3 years | 4.39 | 5.95 | 74% |
| Returns for 5 years | 4.34 | 2.03 | 214% |
| Returns for 10 years | 21.05 | 11.28 | 187% |
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