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PCMFX vs SWCAX
PCMFX vs SWCAX Comparison
Open Charts PCMFX vs SWCAX
Principal California Municipal Instl
Price$9.54
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets617.93M
Schwab CA Tax-Free Bond
Price$10.77
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets463.6M
PCMFX vs SWCAX Comparison Chart in %
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PCMFX vs. SWCAX commentary
Jul 30, 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: 618M vs. SWCAX (464M). PCMFX pays higher dividends than SWCAX: PCMFX (3.56) vs SWCAX (3.25). 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. SWCAX annual gain was more profitable for investors over the last year : -0.10 vs. PCMFX (-0.31). SWCAX return over 5 years is better than : -2.00 vs. PCMFX (-2.20).
| 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 | -1.481 | -1.212 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 618M | 464M | 133% |
| Annual Yield % from dividends | 3.56 | 3.25 | 110% |
| Returns for 1 year | -0.31 | -0.10 | 322% |
| Returns for 3 years | 3.46 | 4.20 | 82% |
| Returns for 5 years | -2.20 | -2.00 | 110% |
| Returns for 10 years | 20.71 | 11.26 | 184% |
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