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SWCAX vs VCAIX
SWCAX vs VCAIX Comparison
Open Charts SWCAX vs VCAIX
Schwab CA Tax-Free Bond
Price$10.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets463.46M
Vanguard CA Interm-Term Tax-Exempt I
Price$11.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.31B
SWCAX vs VCAIX Comparison Chart in %
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SWCAX vs. VCAIX 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 VCAIX is a Hold.
FUNDAMENTALS
Fundamentals
VCAIX has more cash in the bank: 16.3B vs. SWCAX (463M). SWCAX pays higher dividends than VCAIX: SWCAX (3.25) vs VCAIX (2.95). 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 : -0.19 vs. VCAIX (-1.67). SWCAX return over 5 years is better than : -1.85 vs. VCAIX (-9.07).
| 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 | -1.304 | -1.498 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 16.3B | 3% |
| Annual Yield % from dividends | 3.25 | 2.95 | 110% |
| Returns for 1 year | -0.19 | -1.67 | 11% |
| Returns for 3 years | 4.85 | -0.87 | -560% |
| Returns for 5 years | -1.85 | -9.07 | 20% |
| Returns for 10 years | 11.37 | -4.07 | -279% |
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