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CAMUX vs FSMDX
CAMUX vs FSMDX Comparison
Open Charts CAMUX vs FSMDX
Cambiar SMID Institutional
Price$21.32
Change-$0.14 (-0.65%)
VolumeN/A
Net Assets87.09M
Fidelity Mid Cap Index
Price$33.24
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets37.69B
CAMUX vs FSMDX Comparison Chart
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CAMUX vs. FSMDX 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 CAMUX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. CAMUX (87.1M). CAMUX pays higher dividends than FSMDX: CAMUX (1.37) vs FSMDX (1.21). CAMUX was incepted earlier than FSMDX: CAMUX (11 years) vs FSMDX (14 years). CAMUX (1.02) is less costly to investors than FSMDX (0.03). CAMUX is a more actively managed with annual turnover of: 12.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than CAMUX: FSMDX (0) vs CAMUX (500000). FSMDX annual gain was more profitable for investors over the last year : 5.68 vs. CAMUX (-10.65). FSMDX return over 5 years is better than : 77.76 vs. CAMUX (48.94).
| CAMUX | FSMDX | CAMUX / FSMDX | |
| Total Expense Ratio | 0.85 | 0.03 | 3,400% |
| Annual Report Gross Expense Ratio | 1.02 | 0.03 | 4,080% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -4.906 | -1.569 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.1M | 37.7B | 0% |
| Annual Yield % from dividends | 1.37 | 1.21 | 113% |
| Returns for 1 year | -10.65 | 5.68 | -187% |
| Returns for 3 years | 7.44 | 30.91 | 24% |
| Returns for 5 years | 48.94 | 77.76 | 63% |
| Returns for 10 years | 56.67 | 101.84 | 56% |
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