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PCMFX vs SWCAX
PCMFX vs SWCAX Comparison
Open Charts PCMFX vs SWCAX
Principal California Municipal Instl
Price$9.57
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets612.85M
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets460.89M
PCMFX vs SWCAX Comparison Chart
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PCMFX vs. SWCAX commentary
May 25, 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 (461M). PCMFX pays higher dividends than SWCAX: PCMFX (3.49) vs SWCAX (3.23). 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 : 1.25 vs. SWCAX (1.07). PCMFX return over 5 years is better than : 1.96 vs. SWCAX (-0.42).
| 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 | -1.594 | -1.568 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 461M | 133% |
| Annual Yield % from dividends | 3.49 | 3.23 | 108% |
| Returns for 1 year | 1.25 | 1.07 | 117% |
| Returns for 3 years | 5.89 | 6.53 | 90% |
| Returns for 5 years | 1.96 | -0.42 | -472% |
| Returns for 10 years | 22.10 | 11.93 | 185% |
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