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PCMFX vs SWCAX
PCMFX vs SWCAX Comparison
Open Charts PCMFX vs SWCAX
Principal California Municipal Instl
Price$9.89
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Schwab CA Tax-Free Bond
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PCMFX vs SWCAX Comparison Chart
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PCMFX vs. SWCAX commentary
Nov 15, 2024
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 (447M). PCMFX pays higher dividends than SWCAX: PCMFX (3.11) vs SWCAX (2.82). PCMFX was incepted earlier than SWCAX: PCMFX (10 years) vs SWCAX (33 years). SWCAX is a more actively managed with annual turnover of: 65.00 vs. PCMFX (31.50). PCMFX (0) and SWCAX (0) have matching initial minimum investment requirements. PCMFX annual gain was more profitable for investors over the last year : 6.67 vs. SWCAX (5.61). PCMFX return over 5 years is better than : 2.44 vs. SWCAX (1.42).
| PCMFX | SWCAX | PCMFX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 2.450 | 1.701 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 447M | 140% |
| Annual Yield % from dividends | 3.11 | 2.82 | 110% |
| Returns for 1 year | 6.67 | 5.61 | 119% |
| Returns for 3 years | -5.19 | -1.34 | 388% |
| Returns for 5 years | 2.44 | 1.42 | 171% |
| Returns for 10 years | N/A | 11.96 | - |
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