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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 Assets606.59M
Schwab CA Tax-Free Bond
Price$10.80
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets461.06M
SRCMX vs SWCAX Comparison Chart
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SRCMX vs. SWCAX commentary
Jun 15, 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: 607M vs. SWCAX (461M). SRCMX (3.29) and SWCAX (3.25) 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 (0.44) and SWCAX (0.44) have marching annual gain over last year. SRCMX return over 5 years is better than : -0.30 vs. SWCAX (-0.45).
| 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 | -1.059 | -1.109 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 461M | 132% |
| Annual Yield % from dividends | 3.29 | 3.25 | 101% |
| Returns for 1 year | 0.44 | 0.44 | 100% |
| Returns for 3 years | 7.03 | 7.64 | 92% |
| Returns for 5 years | -0.30 | -0.45 | 68% |
| Returns for 10 years | 19.85 | 12.25 | 162% |
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