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FCSTX vs SFCIX
FCSTX vs SFCIX Comparison
Open Charts FCSTX vs SFCIX
Fidelity California Ltd Trm Tax-Free Bd
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets551.78M
Allspring California Ltd-Trm Tx-Fr A
Price$10.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets318.2M
FCSTX vs SFCIX Comparison Chart
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FCSTX vs. SFCIX commentary
Jun 08, 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: 552M vs. SFCIX (318M). SFCIX pays higher dividends than FCSTX: SFCIX (2.23) vs FCSTX (2.06). FCSTX was incepted earlier than SFCIX: FCSTX (20 years) vs SFCIX (33 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 annual gain was more profitable for investors over the last year : 3.58 vs. SFCIX (3.06). FCSTX return over 5 years is better than : 3.91 vs. SFCIX (2.67).
| 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 | 33 years | - |
| Gain YTD | 1.273 | 0.922 | 138% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 318M | 174% |
| Annual Yield % from dividends | 2.06 | 2.23 | 92% |
| Returns for 1 year | 3.58 | 3.06 | 117% |
| Returns for 3 years | 6.46 | 6.12 | 106% |
| Returns for 5 years | 3.91 | 2.67 | 146% |
| Returns for 10 years | 14.50 | 6.21 | 233% |
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