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DOGMX vs FCSTX
DOGMX vs FCSTX Comparison
Open Charts DOGMX vs FCSTX
DFA Oregon Municipal Bond Instl
Price$9.72
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets74.32M
Fidelity California Ltd Trm Tax-Free Bd
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets554.21M
DOGMX vs FCSTX Comparison Chart
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DOGMX vs. FCSTX commentary
May 14, 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: 554M vs. DOGMX (74.3M). FCSTX pays higher dividends than DOGMX: FCSTX (2.05) vs DOGMX (1.94). 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 : 2.67 vs. DOGMX (1.95). FCSTX return over 5 years is better than : 4.32 vs. DOGMX (0.31).
| 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 | 0.226 | 0.502 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.3M | 554M | 13% |
| Annual Yield % from dividends | 1.94 | 2.05 | 95% |
| Returns for 1 year | 1.95 | 2.67 | 73% |
| Returns for 3 years | 5.60 | 7.44 | 75% |
| Returns for 5 years | 0.31 | 4.32 | 7% |
| Returns for 10 years | N/A | 13.37 | - |
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