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SGCBX Wells Fargo California Tax-Free B

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Fund SGCBX Wells Fargo California Tax-Free B VCITX Vanguard CA Long-Term Tax-Exempt Inv PWZ PowerShares Calif AMT-Free Muni Bd ETF  
100% 98% 92%
Annual Fees
(1.50% Exp. Ratio)
(0.20% Exp. Ratio)
(0.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$11,761.89 $17,430.36 $17,016.03
Est. savings over 30 yrs +$5,668.47 +$5,254.14
As of 9/30/16
1 YR RETURN 5.37%
3 YR 5.82%
5 YR 5.20%
10 YR 4.17%
1 YR RETURN 6.99%
3 YR 7.12%
5 YR 5.84%
10 YR 4.78%
1 YR RETURN 7.50%
3 YR 7.92%
5 YR 5.79%
10 YR --
The investment seeks current income exempt from federal income tax and California individual income tax. The fund invests at least 80% of its net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax (AMT), and California individual income tax. It invests up to 20% of the fund's net assets in securities whose interest is subject to federal income tax. The fund invests up to 10% of its total assets in below investment-grade municipal securities; and up to 10% of the fund's total assets in inverse floaters. It is non-diversified.
The investment seeks to provide current income that is exempt from both federal and California personal income taxes. The fund invests primarily in high-quality municipal bonds issued by California state and local governments, as well as by regional governmental and public financing authorities. At least 80% of its assets will be invested in securities whose income is exempt from federal and California state taxes. Although the fund has no limitations on the maturities of individual securities, its dollar-weighted average maturity is expected to be between 10 and 25 years. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the BofA Merrill Lynch California Long-Term Core Plus Municipal Securities Index. The fund generally will invest at least 80% of its total assets in municipal securities that comprise the underlying index and that also are exempt from the federal AMT. The underlying index is composed of U.S. dollar-denominated, investment grade, tax-exempt debt publicly issued by California or any U.S. territory or their political subdivisions, in the U.S. domestic market with a term of at least 15 years remaining to final maturity. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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