CCPIX
Price
$47.59
Change
-$0.20 (-0.42%)
Updated
Jul 28 closing price
Net Assets
211.71M
FSMAX
Price
$96.51
Change
+$0.65 (+0.68%)
Updated
Jul 25 closing price
Net Assets
39.17B
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CCPIX vs FSMAX

Header iconCCPIX vs FSMAX Comparison
Open Charts CCPIX vs FSMAXBanner chart's image
Calvert Mid-Cap I
Price$47.59
Change-$0.20 (-0.42%)
VolumeN/A
Net Assets211.71M
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
CCPIX vs FSMAX Comparison Chart in %
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CCPIX vs. FSMAX commentary
Jul 29, 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 CCPIX is a Buy and FSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. CCPIX (212M). FSMAX pays higher dividends than CCPIX: FSMAX (0.47) vs CCPIX (0.23). CCPIX was incepted earlier than FSMAX: CCPIX (26 years) vs FSMAX (14 years). CCPIX (1.00) is less costly to investors than FSMAX (0.04). CCPIX is a more actively managed with annual turnover of: 26.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than CCPIX: FSMAX (0) vs CCPIX (1000000). FSMAX annual gain was more profitable for investors over the last year : 13.53 vs. CCPIX (4.28). FSMAX return over 5 years is better than : 57.98 vs. CCPIX (21.52).
CCPIXFSMAXCCPIX / FSMAX
Total Expense Ratio0.930.042,657%
Annual Report Gross Expense Ratio1.000.042,857%
Fund Existence26 years14 years-
Gain YTD4.4136.19571%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets212M39.2B1%
Annual Yield % from dividends0.230.4749%
Returns for 1 year4.2813.5332%
Returns for 3 years17.4144.3539%
Returns for 5 years21.5257.9837%
Returns for 10 years17.8483.7721%
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