Ad is loading...
SRCMX vs SWCAX
SRCMX vs SWCAX Comparison
Open Charts SRCMX vs SWCAX
Principal California Municipal A
Price$9.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Schwab CA Tax-Free Bond
Price$11.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SRCMX vs SWCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SRCMX vs. SWCAX commentary
Nov 14, 2024
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 SRCMX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 627M vs. SWCAX (446M). SRCMX (2.86) and SWCAX (2.82) have matching dividends . SRCMX was incepted earlier than SWCAX: SRCMX (35 years) vs SWCAX (33 years). SWCAX is a more actively managed with annual turnover of: 65.00 vs. SRCMX (31.50). SWCAX has a lower initial minimum investment than SRCMX: SWCAX (0) vs SRCMX (1000). SRCMX annual gain was more profitable for investors over the last year : 6.41 vs. SWCAX (5.61). SWCAX return over 5 years is better than : 1.42 vs. SRCMX (1.31).
| SRCMX | SWCAX | SRCMX / SWCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | 2.245 | 1.701 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 446M | 141% |
| Annual Yield % from dividends | 2.86 | 2.82 | 101% |
| Returns for 1 year | 6.41 | 5.61 | 114% |
| Returns for 3 years | -5.76 | -1.34 | 430% |
| Returns for 5 years | 1.31 | 1.42 | 92% |
| Returns for 10 years | 22.65 | 11.96 | 189% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers