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FCMAX vs SGTIX
FCMAX vs SGTIX Comparison
Open Charts FCMAX vs SGTIX
Fidelity Advisor California Muni Inc A
Price$12.30
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.76B
Allspring California Tax-Free Inst
Price$10.42
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets549.3M
FCMAX vs SGTIX Comparison Chart in %
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FCMAX vs. SGTIX commentary
Sep 21, 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 FCMAX is a Hold and SGTIX is a Hold.
FUNDAMENTALS
Fundamentals
FCMAX has more cash in the bank: 1.76B vs. SGTIX (549M). SGTIX pays higher dividends than FCMAX: SGTIX (3.74) vs FCMAX (2.63). FCMAX was incepted earlier than SGTIX: FCMAX (23 years) vs SGTIX (11 years). FCMAX (0.76) is less costly to investors than SGTIX (0.51). SGTIX is a more actively managed with annual turnover of: 26.00 vs. FCMAX (22.00). FCMAX has a lower initial minimum investment than SGTIX: FCMAX (0) vs SGTIX (1000000). FCMAX annual gain was more profitable for investors over the last year : 1.73 vs. SGTIX (0.35). FCMAX return over 5 years is better than : 3.08 vs. SGTIX (-0.25).
| FCMAX | SGTIX | FCMAX / SGTIX | |
| Total Expense Ratio | 0.76 | 0.48 | 158% |
| Annual Report Gross Expense Ratio | 0.76 | 0.51 | 149% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.781 | 0.753 | 370% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 549M | 321% |
| Annual Yield % from dividends | 2.63 | 3.74 | 70% |
| Returns for 1 year | 1.73 | 0.35 | 501% |
| Returns for 3 years | 13.06 | 10.15 | 129% |
| Returns for 5 years | 3.08 | -0.25 | -1,232% |
| Returns for 10 years | 20.74 | 10.33 | 201% |
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