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CPXRX vs FSMAX
CPXRX vs FSMAX Comparison
Open Charts CPXRX vs FSMAX
Columbia Mid Cap Index Inst2
Price$13.74
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets2.31B
Fidelity Extended Market Index
Price$81.64
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets36.55B
CPXRX vs FSMAX Comparison Chart
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CPXRX vs. FSMAX commentary
Apr 28, 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 CPXRX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. CPXRX (2.31B). CPXRX pays higher dividends than FSMAX: CPXRX (1.40) vs FSMAX (0.53). CPXRX was incepted earlier than FSMAX: CPXRX (12 years) vs FSMAX (14 years). CPXRX (0.28) is less costly to investors than FSMAX (0.04). CPXRX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (9.00). CPXRX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 4.25 vs. CPXRX (-9.03). FSMAX return over 5 years is better than : 70.53 vs. CPXRX (17.83).
| CPXRX | FSMAX | CPXRX / FSMAX | |
| Total Expense Ratio | 0.20 | 0.04 | 571% |
| Annual Report Gross Expense Ratio | 0.28 | 0.04 | 800% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -8.946 | -10.167 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 36.5B | 6% |
| Annual Yield % from dividends | 1.40 | 0.53 | 263% |
| Returns for 1 year | -9.03 | 4.25 | -212% |
| Returns for 3 years | -8.83 | 17.92 | -49% |
| Returns for 5 years | 17.83 | 70.53 | 25% |
| Returns for 10 years | -10.43 | 53.62 | -19% |
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