Interact to see
Advertisement
Advertisement
CAXAX vs FMDRX
CAXAX vs FMDRX Comparison
Open Charts CAXAX vs FMDRX
CAXAX vs FMDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAXAX vs. FMDRX commentary
Aug 23, 2026
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 CAXAX is a Hold and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.64B vs. CAXAX (97.2M). FMDRX pays higher dividends than CAXAX: FMDRX (1.74) vs CAXAX (0.90). CAXAX was incepted earlier than FMDRX: CAXAX (15 years) vs FMDRX (13 years). CAXAX (1.62) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 42.28 vs. CAXAX (30.00). CAXAX has a lower initial minimum investment than FMDRX: CAXAX (2500) vs FMDRX (1000000). CAXAX annual gain was more profitable for investors over the last year : 13.45 vs. FMDRX (7.95). CAXAX return over 5 years is better than : 39.71 vs. FMDRX (15.18).
| CAXAX | FMDRX | CAXAX / FMDRX | |
| Total Expense Ratio | 1.22 | 0.89 | 137% |
| Annual Report Gross Expense Ratio | 1.62 | 0.89 | 182% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 12.868 | 10.262 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.2M | 9.64B | 1% |
| Annual Yield % from dividends | 0.90 | 1.74 | 52% |
| Returns for 1 year | 13.45 | 7.95 | 169% |
| Returns for 3 years | 39.36 | 24.82 | 159% |
| Returns for 5 years | 39.71 | 15.18 | 262% |
| Returns for 10 years | 91.02 | 26.60 | 342% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers