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SWCAX vs VCADX
SWCAX vs VCADX Comparison
Open Charts SWCAX vs VCADX
Schwab CA Tax-Free Bond
Price$11.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets517.07M
Vanguard CA Interm-Term Tax-Exempt Adm
Price$11.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.76B
SWCAX vs VCADX Comparison Chart in %
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SWCAX vs. VCADX commentary
Nov 21, 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: 17.8B vs. SWCAX (517M). SWCAX pays higher dividends than VCADX: SWCAX (3.19) vs VCADX (3.02). 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 : 3.20 vs. VCADX (1.23). SWCAX return over 5 years is better than : 2.09 vs. VCADX (-6.21).
| 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 | 3.215 | 1.850 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 17.8B | 3% |
| Annual Yield % from dividends | 3.19 | 3.02 | 106% |
| Returns for 1 year | 3.20 | 1.23 | 261% |
| Returns for 3 years | 12.01 | 5.11 | 235% |
| Returns for 5 years | 2.09 | -6.21 | -34% |
| Returns for 10 years | 14.84 | -1.47 | -1,009% |
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