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DOGMX vs FCSTX
DOGMX vs FCSTX Comparison
Open Charts DOGMX vs FCSTX
DFA Oregon Municipal Bond Instl
Price$9.71
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets87.81M
Fidelity California Ltd Trm Tax-Free Bd
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets551.78M
DOGMX vs FCSTX Comparison Chart
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DOGMX vs. FCSTX commentary
Jun 07, 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 (87.8M). 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 : 3.58 vs. DOGMX (2.09). FCSTX return over 5 years is better than : 3.91 vs. DOGMX (-0.50).
| 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 | 0.308 | 1.273 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.8M | 552M | 16% |
| Annual Yield % from dividends | 1.98 | 2.06 | 96% |
| Returns for 1 year | 2.09 | 3.58 | 58% |
| Returns for 3 years | 3.63 | 6.46 | 56% |
| Returns for 5 years | -0.50 | 3.91 | -13% |
| Returns for 10 years | N/A | 14.50 | - |
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