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SWCAX vs VCAIX
SWCAX vs VCAIX Comparison
Open Charts SWCAX vs VCAIX
Schwab CA Tax-Free Bond
Price$11.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets516.53M
Vanguard CA Interm-Term Tax-Exempt I
Price$11.56
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets17.76B
SWCAX vs VCAIX Comparison Chart in %
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SWCAX vs. VCAIX 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 VCAIX is a Hold.
FUNDAMENTALS
Fundamentals
VCAIX has more cash in the bank: 17.8B vs. SWCAX (517M). SWCAX pays higher dividends than VCAIX: SWCAX (3.19) vs VCAIX (2.96). 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 : 3.20 vs. VCAIX (1.31). SWCAX return over 5 years is better than : 2.09 vs. VCAIX (-6.13).
| 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 | 3.215 | 1.938 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 17.8B | 3% |
| Annual Yield % from dividends | 3.19 | 2.96 | 108% |
| Returns for 1 year | 3.20 | 1.31 | 244% |
| Returns for 3 years | 12.01 | 5.20 | 231% |
| Returns for 5 years | 2.09 | -6.13 | -34% |
| Returns for 10 years | 14.94 | -1.40 | -1,068% |
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