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CRMAX vs FSMDX
CRMAX vs FSMDX Comparison
Open Charts CRMAX vs FSMDX
CRM Small/Mid Cap Value I
Price$10.43
Change-$0.22 (-2.07%)
VolumeN/A
Net Assets173.19M
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
CRMAX vs FSMDX Comparison Chart
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CRMAX vs. FSMDX commentary
Feb 23, 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 CRMAX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. CRMAX (173M). FSMDX pays higher dividends than CRMAX: FSMDX (1.28) vs CRMAX (0.59). CRMAX was incepted earlier than FSMDX: CRMAX (20 years) vs FSMDX (13 years). CRMAX is a more actively managed with annual turnover of: 42.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than CRMAX: FSMDX (0) vs CRMAX (2500). FSMDX annual gain was more profitable for investors over the last year : 12.97 vs. CRMAX (-3.35). FSMDX return over 5 years is better than : 51.19 vs. CRMAX (-8.46).
| CRMAX | FSMDX | CRMAX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | -3.693 | 1.717 | -215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 38.6B | 0% |
| Annual Yield % from dividends | 0.59 | 1.28 | 46% |
| Returns for 1 year | -3.35 | 12.97 | -26% |
| Returns for 3 years | -1.87 | 24.51 | -8% |
| Returns for 5 years | -8.46 | 51.19 | -17% |
| Returns for 10 years | -27.62 | 107.43 | -26% |