PCMFX
Price
$9.62
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
609.83M
SWCAX
Price
$10.84
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
464.42M
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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$9.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets609.83M
Schwab CA Tax-Free Bond
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets464.42M
PCMFX vs SWCAX Comparison Chart in %
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PCMFX vs. SWCAX commentary
Jul 07, 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: 610M 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. PCMFX (1.15) and SWCAX (1.10) have marching annual gain over last year. PCMFX return over 5 years is better than : 0.39 vs. SWCAX (0.03).
PCMFXSWCAXPCMFX / SWCAX
Total Expense Ratio0.620.38163%
Annual Report Gross Expense Ratio0.650.41159%
Fund Existence10 years33 years-
Gain YTD-0.446-0.47893%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets610M464M131%
Annual Yield % from dividends3.563.25110%
Returns for 1 year1.151.10104%
Returns for 3 years6.796.9797%
Returns for 5 years0.390.031,178%
Returns for 10 years22.9812.78180%
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