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SWCAX vs VCADX
SWCAX vs VCADX Comparison
Open Charts SWCAX vs VCADX
Schwab CA Tax-Free Bond
Price$10.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets467.45M
Vanguard CA Interm-Term Tax-Exempt Adm
Price$11.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.54B
SWCAX vs VCADX Comparison Chart in %
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SWCAX vs. VCADX 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 SWCAX is a Hold and VCADX is a Hold.
FUNDAMENTALS
Fundamentals
VCADX has more cash in the bank: 16.5B vs. SWCAX (467M). SWCAX pays higher dividends than VCADX: SWCAX (3.27) vs VCADX (3.04). SWCAX was incepted earlier than VCADX: SWCAX (34 years) vs VCADX (24 years). SWCAX (0.41) is less costly to investors than VCADX (0.09). SWCAX is a more actively managed with annual turnover of: 81.00 vs. VCADX (40.00). SWCAX has a lower initial minimum investment than VCADX: SWCAX (0) vs VCADX (50000). SWCAX annual gain was more profitable for investors over the last year : 0.03 vs. VCADX (-1.57). SWCAX return over 5 years is better than : -0.99 vs. VCADX (-8.18).
| SWCAX | VCADX | SWCAX / VCADX | |
| Total Expense Ratio | 0.38 | 0.09 | 422% |
| Annual Report Gross Expense Ratio | 0.41 | 0.09 | 456% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | -0.296 | -0.617 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 16.5B | 3% |
| Annual Yield % from dividends | 3.27 | 3.04 | 107% |
| Returns for 1 year | 0.03 | -1.57 | -2% |
| Returns for 3 years | 6.97 | 1.01 | 690% |
| Returns for 5 years | -0.99 | -8.18 | 12% |
| Returns for 10 years | 12.20 | -3.28 | -372% |
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