PCMFX
Price
$9.54
Change
+$0.02 (+0.21%)
Updated
Jul 29 closing price
Net Assets
617.93M
SWCAX
Price
$10.77
Change
+$0.01 (+0.09%)
Updated
Jul 29 closing price
Net Assets
463.6M
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PCMFX vs SWCAX

Header iconPCMFX vs SWCAX Comparison
Open Charts PCMFX vs SWCAXBanner chart's image
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.

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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).
PCMFXSWCAXPCMFX / SWCAX
Total Expense Ratio0.620.38163%
Annual Report Gross Expense Ratio0.650.41159%
Fund Existence10 years33 years-
Gain YTD-1.481-1.212122%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets618M464M133%
Annual Yield % from dividends3.563.25110%
Returns for 1 year-0.31-0.10322%
Returns for 3 years3.464.2082%
Returns for 5 years-2.20-2.00110%
Returns for 10 years20.7111.26184%
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