SWCAX Fund Comparisons

SWCAX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VCAIX, NMTRX, BBMUX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SWCAX
Name
Schwab California Tax-Free Bond Fund
Type
Mutual Fund
Originator
Schwab
Asset class
fixed_income
Net expense ratio
0.38%
AUM
$594.8M

Comparable Funds

FundQuant reviewed 442 active searchable funds, 42 ETFs, 400 mutual funds and returned 3 comparable funds for SWCAX.

  1. VCAIX - Vanguard California Intermediate-Term Tax-Exempt Fund (Mutual Fund; Vanguard; fixed_income; Strong Fit; fit score 85)
  2. NMTRX - Municipal Total Return Managed Accounts Portfolio (Mutual Fund; Nuveen; fixed_income; Strong Fit; fit score 82)
  3. BBMUX - Bridge Builder Municipal Bond Fund (Mutual Fund; Bridge Builder; fixed_income; Strong Fit; fit score 85)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SWCAX/comps