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SRCMX vs VCAIX
SRCMX vs VCAIX Comparison
Open Charts SRCMX vs VCAIX
Principal California Municipal A
Price$9.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets626.21M
Vanguard CA Interm-Term Tax-Exempt I
Price$11.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.54B
SRCMX vs VCAIX Comparison Chart in %
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SRCMX vs. VCAIX 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 VCAIX is a Hold.
FUNDAMENTALS
Fundamentals
VCAIX has more cash in the bank: 16.5B vs. SRCMX (626M). SRCMX pays higher dividends than VCAIX: SRCMX (3.38) vs VCAIX (2.98). SRCMX was incepted earlier than VCAIX: SRCMX (36 years) vs VCAIX (32 years). SRCMX (0.87) is less costly to investors than VCAIX (0.14). VCAIX is a more actively managed with annual turnover of: 40.00 vs. SRCMX (35.90). SRCMX has a lower initial minimum investment than VCAIX: SRCMX (1000) vs VCAIX (3000). SRCMX annual gain was more profitable for investors over the last year : -0.38 vs. VCAIX (-1.57). SRCMX return over 5 years is better than : -2.25 vs. VCAIX (-8.19).
| SRCMX | VCAIX | SRCMX / VCAIX | |
| Total Expense Ratio | 0.87 | 0.14 | 621% |
| Annual Report Gross Expense Ratio | 0.87 | 0.14 | 621% |
| Fund Existence | 36 years | 32 years | - |
| Gain YTD | -0.674 | -0.617 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 16.5B | 4% |
| Annual Yield % from dividends | 3.38 | 2.98 | 114% |
| Returns for 1 year | -0.38 | -1.57 | 24% |
| Returns for 3 years | 5.48 | 1.00 | 546% |
| Returns for 5 years | -2.25 | -8.19 | 28% |
| Returns for 10 years | 19.15 | -3.30 | -581% |
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