Ad is loading...
FCSTX vs SFCNX
FCSTX vs SFCNX Comparison
Open Charts FCSTX vs SFCNX
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-FrInst
Price$9.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.06M
FCSTX vs SFCNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCSTX vs. SFCNX 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 SFCNX is a Hold.
FUNDAMENTALS
Fundamentals
FCSTX has more cash in the bank: 554M vs. SFCNX (297M). SFCNX pays higher dividends than FCSTX: SFCNX (2.56) vs FCSTX (2.05). FCSTX was incepted earlier than SFCNX: FCSTX (20 years) vs SFCNX (11 years). SFCNX (0.54) is less costly to investors than FCSTX (0.30). SFCNX is a more actively managed with annual turnover of: 24.00 vs. FCSTX (15.00). FCSTX has a lower initial minimum investment than SFCNX: FCSTX (0) vs SFCNX (1000000). SFCNX (2.80) and FCSTX (2.67) have marching annual gain over last year. SFCNX (4.90) and FCSTX (4.71) have equivalent 5 years return.
| FCSTX | SFCNX | FCSTX / SFCNX | |
| Total Expense Ratio | 0.30 | 0.50 | 60% |
| Annual Report Gross Expense Ratio | 0.30 | 0.54 | 56% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 0.600 | 0.538 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 297M | 187% |
| Annual Yield % from dividends | 2.05 | 2.56 | 80% |
| Returns for 1 year | 2.67 | 2.80 | 95% |
| Returns for 3 years | 7.44 | 7.90 | 94% |
| Returns for 5 years | 4.71 | 4.90 | 96% |
| Returns for 10 years | 13.37 | 7.27 | 184% |
View a ticker or compare two or three
VS
VS
Ad is loading...