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CAXAX vs FMDRX
CAXAX vs FMDRX Comparison
Open Charts CAXAX vs FMDRX
CAXAX vs FMDRX Comparison Chart in %
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CAXAX vs. FMDRX commentary
Jul 28, 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 Buy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.24B vs. CAXAX (93.8M). FMDRX pays higher dividends than CAXAX: FMDRX (1.83) vs CAXAX (0.89). 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 : 9.38 vs. FMDRX (3.29). CAXAX return over 5 years is better than : 33.94 vs. FMDRX (9.91).
| 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 | 9.044 | 4.710 | 192% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 9.24B | 1% |
| Annual Yield % from dividends | 0.89 | 1.83 | 49% |
| Returns for 1 year | 9.38 | 3.29 | 285% |
| Returns for 3 years | 30.11 | 14.34 | 210% |
| Returns for 5 years | 33.94 | 9.91 | 343% |
| Returns for 10 years | 89.32 | 23.04 | 388% |
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