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SWCAX vs VCAIX
SWCAX vs VCAIX Comparison
Open Charts SWCAX vs VCAIX
Schwab CA Tax-Free Bond
Price$11.05
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets479.88M
Vanguard CA Interm-Term Tax-Exempt I
Price$11.50
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets16.83B
SWCAX vs VCAIX Comparison Chart in %
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SWCAX vs. VCAIX commentary
Sep 16, 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 VCAIX is a Hold.
FUNDAMENTALS
Fundamentals
VCAIX has more cash in the bank: 16.8B vs. SWCAX (480M). SWCAX pays higher dividends than VCAIX: SWCAX (3.24) vs VCAIX (2.98). SWCAX was incepted earlier than VCAIX: SWCAX (34 years) vs VCAIX (32 years). SWCAX (0.41) is less costly to investors than VCAIX (0.14). SWCAX is a more actively managed with annual turnover of: 81.00 vs. VCAIX (40.00). SWCAX has a lower initial minimum investment than VCAIX: SWCAX (0) vs VCAIX (3000). SWCAX annual gain was more profitable for investors over the last year : 1.51 vs. VCAIX (-0.35). SWCAX return over 5 years is better than : 1.22 vs. VCAIX (-6.32).
| SWCAX | VCAIX | SWCAX / VCAIX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.41 | 0.14 | 293% |
| Fund Existence | 34 years | 32 years | - |
| Gain YTD | 1.917 | 1.233 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 16.8B | 3% |
| Annual Yield % from dividends | 3.24 | 2.98 | 109% |
| Returns for 1 year | 1.51 | -0.35 | -435% |
| Returns for 3 years | 10.85 | 4.47 | 243% |
| Returns for 5 years | 1.22 | -6.32 | -19% |
| Returns for 10 years | 14.50 | -1.58 | -918% |
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