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SWCAX vs VCAIX
SWCAX vs VCAIX Comparison
Open Charts SWCAX vs VCAIX
Schwab CA Tax-Free Bond
Price$10.81
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets454.07M
Vanguard CA Interm-Term Tax-Exempt I
Price$11.15
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets16.19B
SWCAX vs VCAIX Comparison Chart
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SWCAX vs. VCAIX commentary
May 01, 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: 16.2B vs. SWCAX (454M). SWCAX pays higher dividends than VCAIX: SWCAX (3.20) vs VCAIX (2.87). SWCAX was incepted earlier than VCAIX: SWCAX (33 years) vs VCAIX (31 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 : 1.05 vs. VCAIX (-1.07). SWCAX return over 5 years is better than : 2.19 vs. VCAIX (-5.49).
| SWCAX | VCAIX | SWCAX / VCAIX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.41 | 0.14 | 293% |
| Fund Existence | 33 years | 31 years | - |
| Gain YTD | -1.750 | -1.850 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 16.2B | 3% |
| Annual Yield % from dividends | 3.20 | 2.87 | 111% |
| Returns for 1 year | 1.05 | -1.07 | -99% |
| Returns for 3 years | 5.76 | 0.20 | 2,906% |
| Returns for 5 years | 2.19 | -5.49 | -40% |
| Returns for 10 years | 11.07 | -4.66 | -238% |
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