Interact to see
Advertisement
Advertisement
DOGMX vs FCSTX
DOGMX vs FCSTX Comparison
Open Charts DOGMX vs FCSTX
DFA Oregon Municipal Bond Instl
Price$9.74
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets89.04M
Fidelity California Ltd Trm Tax-Free Bd
Price$10.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets551.78M
DOGMX vs FCSTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DOGMX vs. FCSTX commentary
Jun 30, 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 DOGMX is a Hold and FCSTX is a Hold.
FUNDAMENTALS
Fundamentals
FCSTX has more cash in the bank: 552M vs. DOGMX (89M). FCSTX (2.06) and DOGMX (1.98) have matching dividends . DOGMX was incepted earlier than FCSTX: DOGMX (6 years) vs FCSTX (20 years). DOGMX (0.36) is less costly to investors than FCSTX (0.30). FCSTX is a more actively managed with annual turnover of: 15.00 vs. DOGMX (13.00). DOGMX (0) and FCSTX (0) have matching initial minimum investment requirements. FCSTX annual gain was more profitable for investors over the last year : 3.98 vs. DOGMX (2.35). FCSTX return over 5 years is better than : 4.12 vs. DOGMX (0.08).
| DOGMX | FCSTX | DOGMX / FCSTX | |
| Total Expense Ratio | 0.30 | 0.30 | 100% |
| Annual Report Gross Expense Ratio | 0.36 | 0.30 | 120% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 0.793 | 1.664 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89M | 552M | 16% |
| Annual Yield % from dividends | 1.98 | 2.06 | 96% |
| Returns for 1 year | 2.35 | 3.98 | 59% |
| Returns for 3 years | 5.10 | 7.60 | 67% |
| Returns for 5 years | 0.08 | 4.12 | 2% |
| Returns for 10 years | N/A | 14.45 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement