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SRCMX vs SWCAX
SRCMX vs SWCAX Comparison
Open Charts SRCMX vs SWCAX
Principal California Municipal A
Price$9.79
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets637.51M
Schwab CA Tax-Free Bond
Price$11.05
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets479.88M
SRCMX vs SWCAX Comparison Chart in %
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SRCMX vs. SWCAX commentary
Sep 16, 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: 638M vs. SWCAX (480M). SRCMX (3.40) and SWCAX (3.24) 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 : 1.51 vs. SRCMX (1.34). SWCAX return over 5 years is better than : 1.22 vs. SRCMX (0.33).
| 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 | 1.828 | 1.917 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 480M | 133% |
| Annual Yield % from dividends | 3.40 | 3.24 | 105% |
| Returns for 1 year | 1.34 | 1.51 | 89% |
| Returns for 3 years | 10.39 | 10.85 | 96% |
| Returns for 5 years | 0.33 | 1.22 | 27% |
| Returns for 10 years | 21.79 | 14.50 | 150% |
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