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SRCMX vs SWCAX
SRCMX vs SWCAX Comparison
Open Charts SRCMX vs SWCAX
Principal California Municipal A
Price$9.56
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets611.58M
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets460.22M
SRCMX vs SWCAX Comparison Chart
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SRCMX vs. SWCAX commentary
May 25, 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: 612M vs. SWCAX (460M). SRCMX (3.25) and SWCAX (3.23) 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 : 1.01 vs. SWCAX (0.88). SRCMX return over 5 years is better than : 0.95 vs. SWCAX (-0.60).
| 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 | -1.675 | -1.751 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 460M | 133% |
| Annual Yield % from dividends | 3.25 | 3.23 | 100% |
| Returns for 1 year | 1.01 | 0.88 | 115% |
| Returns for 3 years | 5.28 | 6.33 | 83% |
| Returns for 5 years | 0.95 | -0.60 | -157% |
| Returns for 10 years | 19.27 | 11.73 | 164% |
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