Ad is loading...
SRCMX vs SWCAX
SRCMX vs SWCAX Comparison
Open Charts SRCMX vs SWCAX
Principal California Municipal A
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.3M
Schwab CA Tax-Free Bond
Price$10.81
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets454.07M
SRCMX vs SWCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SRCMX vs. SWCAX commentary
May 01, 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 SRCMX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 611M vs. SWCAX (454M). SWCAX (3.20) and SRCMX (3.18) have matching dividends . SRCMX was incepted earlier than SWCAX: SRCMX (36 years) vs SWCAX (33 years). SRCMX (0.87) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 81.00 vs. SRCMX (35.90). 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 : 1.29 vs. SWCAX (1.05). SRCMX return over 5 years is better than : 3.83 vs. SWCAX (2.19).
| SRCMX | SWCAX | SRCMX / SWCAX | |
| Total Expense Ratio | 0.87 | 0.38 | 229% |
| Annual Report Gross Expense Ratio | 0.87 | 0.41 | 212% |
| Fund Existence | 36 years | 33 years | - |
| Gain YTD | -1.749 | -1.750 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 454M | 135% |
| Annual Yield % from dividends | 3.18 | 3.20 | 99% |
| Returns for 1 year | 1.29 | 1.05 | 122% |
| Returns for 3 years | 3.81 | 5.76 | 66% |
| Returns for 5 years | 3.83 | 2.19 | 175% |
| Returns for 10 years | 18.39 | 11.07 | 166% |
View a ticker or compare two or three
VS
VS
Ad is loading...