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SWCAX vs VCADX
SWCAX vs VCADX Comparison
Open Charts SWCAX vs VCADX
Schwab CA Tax-Free Bond
Price$10.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets463.46M
Vanguard CA Interm-Term Tax-Exempt Adm
Price$11.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.31B
SWCAX vs VCADX Comparison Chart in %
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SWCAX vs. VCADX commentary
Jul 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: 16.3B vs. SWCAX (463M). SWCAX pays higher dividends than VCADX: SWCAX (3.25) vs VCADX (3.02). 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 : -0.19 vs. VCADX (-1.67). SWCAX return over 5 years is better than : -1.85 vs. VCADX (-9.07).
| 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 | -1.304 | -1.498 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 16.3B | 3% |
| Annual Yield % from dividends | 3.25 | 3.02 | 108% |
| Returns for 1 year | -0.19 | -1.67 | 11% |
| Returns for 3 years | 4.85 | -0.86 | -564% |
| Returns for 5 years | -1.85 | -9.07 | 20% |
| Returns for 10 years | 11.37 | -4.06 | -280% |
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