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SRCCX vs SWCAX
SRCCX vs SWCAX Comparison
Open Charts SRCCX vs SWCAX
Principal California Municipal C
Price$9.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets606.58M
Schwab CA Tax-Free Bond
Price$10.81
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets461.57M
SRCCX vs SWCAX Comparison Chart in %
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SRCCX vs. SWCAX 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 SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SRCCX has more cash in the bank: 607M vs. SWCAX (462M). SWCAX pays higher dividends than SRCCX: SWCAX (3.25) vs SRCCX (2.46). SRCCX was incepted earlier than SWCAX: SRCCX (23 years) vs SWCAX (33 years). SRCCX (1.73) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. SRCCX (35.90). SWCAX has a lower initial minimum investment than SRCCX: SWCAX (0) vs SRCCX (1000). SWCAX annual gain was more profitable for investors over the last year : 0.44 vs. SRCCX (-0.27). SWCAX return over 5 years is better than : -0.36 vs. SRCCX (-3.72).
| SRCCX | SWCAX | SRCCX / SWCAX | |
| Total Expense Ratio | 1.73 | 0.38 | 455% |
| Annual Report Gross Expense Ratio | 1.73 | 0.41 | 422% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -1.292 | -1.109 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 462M | 131% |
| Annual Yield % from dividends | 2.46 | 3.25 | 76% |
| Returns for 1 year | -0.27 | 0.44 | -61% |
| Returns for 3 years | 4.98 | 7.64 | 65% |
| Returns for 5 years | -3.72 | -0.36 | 1,022% |
| Returns for 10 years | 11.22 | 12.16 | 92% |
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