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FCSTX vs SFCIX
FCSTX vs SFCIX Comparison
Open Charts FCSTX vs SFCIX
Fidelity California Ltd Trm Tax-Free Bd
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets554.21M
Allspring California Ltd-Trm Tx-Fr A
Price$10.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.06M
FCSTX vs SFCIX Comparison Chart
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FCSTX vs. SFCIX commentary
May 11, 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 FCSTX is a Hold and SFCIX is a Hold.
FUNDAMENTALS
Fundamentals
FCSTX has more cash in the bank: 554M vs. SFCIX (297M). SFCIX pays higher dividends than FCSTX: SFCIX (2.26) vs FCSTX (2.05). FCSTX was incepted earlier than SFCIX: FCSTX (20 years) vs SFCIX (32 years). SFCIX (0.86) is less costly to investors than FCSTX (0.30). SFCIX is a more actively managed with annual turnover of: 24.00 vs. FCSTX (15.00). FCSTX has a lower initial minimum investment than SFCIX: FCSTX (0) vs SFCIX (1000). FCSTX (2.67) and SFCIX (2.59) have marching annual gain over last year. FCSTX return over 5 years is better than : 4.71 vs. SFCIX (3.60).
| FCSTX | SFCIX | FCSTX / SFCIX | |
| Total Expense Ratio | 0.30 | 0.80 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.86 | 35% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 0.600 | 0.444 | 135% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 297M | 187% |
| Annual Yield % from dividends | 2.05 | 2.26 | 91% |
| Returns for 1 year | 2.67 | 2.59 | 103% |
| Returns for 3 years | 7.44 | 7.02 | 106% |
| Returns for 5 years | 4.71 | 3.60 | 131% |
| Returns for 10 years | 13.37 | 5.22 | 256% |
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