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SRCCX vs SRCMX
SRCCX vs SRCMX Comparison
Open Charts SRCCX vs SRCMX
Principal California Municipal C
Price$9.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets606.58M
Principal California Municipal A
Price$9.60
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets606.58M
SRCCX vs SRCMX Comparison Chart in %
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SRCCX vs. SRCMX commentary
Jun 18, 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 SRCCX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCCX (607M) and SRCMX (607M) have equal amount of cash in the bank . SRCMX pays higher dividends than SRCCX: SRCMX (3.29) vs SRCCX (2.46). SRCCX was incepted earlier than SRCMX: SRCCX (23 years) vs SRCMX (36 years). SRCCX (1.73) is less costly to investors than SRCMX (0.87). SRCCX (35.90) and SRCMX (35.90) have comparable annual turnover. SRCCX (1000) and SRCMX (1000) have matching initial minimum investment requirements. SRCMX annual gain was more profitable for investors over the last year : 0.44 vs. SRCCX (-0.27). SRCMX return over 5 years is better than : -0.58 vs. SRCCX (-3.72).
| SRCCX | SRCMX | SRCCX / SRCMX | |
| Total Expense Ratio | 1.73 | 0.87 | 199% |
| Annual Report Gross Expense Ratio | 1.73 | 0.87 | 199% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | -1.292 | -1.059 | 122% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 607M | 100% |
| Annual Yield % from dividends | 2.46 | 3.29 | 75% |
| Returns for 1 year | -0.27 | 0.44 | -61% |
| Returns for 3 years | 4.98 | 7.03 | 71% |
| Returns for 5 years | -3.72 | -0.58 | 641% |
| Returns for 10 years | 11.22 | 19.85 | 57% |
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