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SRCMX vs SWCAX
SRCMX vs SWCAX Comparison
Open Charts SRCMX vs SWCAX
Principal California Municipal A
Price$9.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets626.21M
Schwab CA Tax-Free Bond
Price$10.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets467.45M
SRCMX vs SWCAX Comparison Chart in %
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SRCMX vs. SWCAX commentary
Aug 27, 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: 626M vs. SWCAX (467M). SRCMX (3.38) and SWCAX (3.27) have matching dividends . SRCMX was incepted earlier than SWCAX: SRCMX (36 years) vs SWCAX (34 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). SWCAX annual gain was more profitable for investors over the last year : 0.03 vs. SRCMX (-0.38). SWCAX return over 5 years is better than : -0.99 vs. SRCMX (-2.25).
| 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 | 34 years | - |
| Gain YTD | -0.674 | -0.296 | 228% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 467M | 134% |
| Annual Yield % from dividends | 3.38 | 3.27 | 104% |
| Returns for 1 year | -0.38 | 0.03 | -1,353% |
| Returns for 3 years | 5.48 | 6.97 | 79% |
| Returns for 5 years | -2.25 | -0.99 | 228% |
| Returns for 10 years | 19.15 | 12.20 | 157% |
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