CCAFX
Price
$31.55
Change
-$0.46 (-1.44%)
Updated
Sep 12 closing price
Net Assets
211.42M
FSMAX
Price
$100.57
Change
-$0.96 (-0.95%)
Updated
Sep 12 closing price
Net Assets
41.05B
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CCAFX vs FSMAX

Header iconCCAFX vs FSMAX Comparison
Open Charts CCAFX vs FSMAXBanner chart's image
Calvert Mid-Cap A
Price$31.55
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets211.42M
Fidelity Extended Market Index
Price$100.57
Change-$0.96 (-0.95%)
VolumeN/A
Net Assets41.05B
CCAFX vs FSMAX Comparison Chart in %
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CCAFX vs. FSMAX commentary
Sep 15, 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 CCAFX is a Buy and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. CCAFX (211M). FSMAX pays higher dividends than CCAFX: FSMAX (0.44) vs CCAFX (0.08). CCAFX was incepted earlier than FSMAX: CCAFX (31 years) vs FSMAX (14 years). CCAFX (1.25) is less costly to investors than FSMAX (0.04). CCAFX is a more actively managed with annual turnover of: 26.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than CCAFX: FSMAX (0) vs CCAFX (1000). FSMAX annual gain was more profitable for investors over the last year : 21.46 vs. CCAFX (-16.81). FSMAX return over 5 years is better than : 64.88 vs. CCAFX (-5.85).
CCAFXFSMAXCCAFX / FSMAX
Total Expense Ratio1.180.043,371%
Annual Report Gross Expense Ratio1.250.043,571%
Fund Existence31 years14 years-
Gain YTD-14.37110.662-135%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets211M41B1%
Annual Yield % from dividends0.080.4419%
Returns for 1 year-16.8121.46-78%
Returns for 3 years-0.1053.55-0%
Returns for 5 years-5.8564.88-9%
Returns for 10 years-8.05102.21-8%
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