CCAFX
Price
$33.61
Change
-$0.01 (-0.03%)
Updated
Dec 8, 6:59 PM EST
FSMAX
Price
$73.70
Change
+$0.50 (+0.68%)
Updated
Dec 8, 6:59 PM EST
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Compare trend and price CCAFX vs FSMAX

Header iconCCAFX vs FSMAX Comparison
Open Charts CCAFX vs FSMAXBanner chart's image
Calvert Mid-Cap A
Price$33.61
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
Fidelity® Extended Market Index
Price$73.70
Change+$0.50 (+0.68%)
VolumeN/A
CapitalizationN/A
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CCAFX vs FSMAX Comparison Chart

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VS
CCAFX vs. FSMAX commentary
Dec 11, 2023

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 Hold and FSMAX is a Buy.

FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 32.9B vs. CCAFX (235M). FSMAX pays higher dividends than CCAFX: FSMAX (1.30) vs CCAFX (0.03). CCAFX was incepted earlier than FSMAX: CCAFX (29 years) vs FSMAX (12 years). CCAFX (1.23) is less costly to investors than FSMAX (0.04). CCAFX is a more actively managed with annual turnover of: 27.00 vs. FSMAX (18.00). 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 : 13.48 vs. CCAFX (4.97). FSMAX return over 5 years is better than : 28.72 vs. CCAFX (12.69).
CCAFXFSMAXCCAFX / FSMAX
Total Expense Ratio1.180.043,371%
Annual Report Gross Expense Ratio1.230.043,514%
Fund Existence29 years12 years-
Gain YTD7.17517.09942%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRA1000N/A-
Net Assets235M32.9B1%
Annual Yield % from dividends0.031.302%
Returns for 1 year4.9713.4837%
Returns for 3 years-10.91-7.30150%
Returns for 5 years12.6928.7244%
Returns for 10 years-4.2452.51-8%
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