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CMCRX vs FSMAX
CMCRX vs FSMAX Comparison
Open Charts CMCRX vs FSMAX
Calvert US Mid Cap Core Rspnb Idx R6
Price$44.06
Change-$0.38 (-0.86%)
VolumeN/A
Net Assets448.92M
Fidelity Extended Market Index
Price$100.10
Change-$0.92 (-0.91%)
VolumeN/A
Net Assets41.05B
CMCRX vs FSMAX Comparison Chart in %
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CMCRX vs. FSMAX commentary
Sep 26, 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 CMCRX is a Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. CMCRX (449M). CMCRX pays higher dividends than FSMAX: CMCRX (1.12) vs FSMAX (0.44). CMCRX was incepted earlier than FSMAX: CMCRX (4 years) vs FSMAX (14 years). CMCRX (0.38) is less costly to investors than FSMAX (0.04). CMCRX is a more actively managed with annual turnover of: 28.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than CMCRX: FSMAX (0) vs CMCRX (5000000). FSMAX annual gain was more profitable for investors over the last year : 17.75 vs. CMCRX (7.63). CMCRX return over 5 years is better than : 280.48 vs. FSMAX (63.98).
| CMCRX | FSMAX | CMCRX / FSMAX | |
| Total Expense Ratio | 0.20 | 0.04 | 571% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 1,086% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 7.059 | 11.158 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 41B | 1% |
| Annual Yield % from dividends | 1.12 | 0.44 | 252% |
| Returns for 1 year | 7.63 | 17.75 | 43% |
| Returns for 3 years | 51.48 | 72.28 | 71% |
| Returns for 5 years | 280.48 | 63.98 | 438% |
| Returns for 10 years | 442.04 | 117.37 | 377% |
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