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SWCAX vs VCADX
SWCAX vs VCADX Comparison
Open Charts SWCAX vs VCADX
Schwab CA Tax-Free Bond
Price$10.78
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets460.22M
Vanguard CA Interm-Term Tax-Exempt Adm
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets15.79B
SWCAX vs VCADX Comparison Chart
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SWCAX vs. VCADX 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 SWCAX is a Hold and VCADX is a Hold.
FUNDAMENTALS
Fundamentals
VCADX has more cash in the bank: 15.8B vs. SWCAX (460M). SWCAX pays higher dividends than VCADX: SWCAX (3.23) vs VCADX (2.99). SWCAX was incepted earlier than VCADX: SWCAX (33 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 : 0.88 vs. VCADX (-0.71). SWCAX return over 5 years is better than : -0.60 vs. VCADX (-8.04).
| SWCAX | VCADX | SWCAX / VCADX | |
| Total Expense Ratio | 0.38 | 0.09 | 422% |
| Annual Report Gross Expense Ratio | 0.41 | 0.09 | 456% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | -1.751 | -1.762 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 15.8B | 3% |
| Annual Yield % from dividends | 3.23 | 2.99 | 108% |
| Returns for 1 year | 0.88 | -0.71 | -124% |
| Returns for 3 years | 6.33 | 0.66 | 965% |
| Returns for 5 years | -0.60 | -8.04 | 7% |
| Returns for 10 years | 11.73 | -3.99 | -294% |
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