Ad is loading...
CRMAX vs FSMDX
CRMAX vs FSMDX Comparison
Open Charts CRMAX vs FSMDX
CRM Small/Mid Cap Value I
Price$12.26
Change-$0.15 (-1.21%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CRMAX vs FSMDX Comparison Chart
Loading...
CRMAX vs. FSMDX commentary
Sep 21, 2024
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 StrongBuy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. CRMAX (175M). 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 (27.48) and CRMAX (26.34) have marching annual gain over last year. FSMDX return over 5 years is better than : 57.97 vs. CRMAX (9.85).
| 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 | 15.443 | 13.332 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 35.8B | 0% |
| Annual Yield % from dividends | 0.59 | 1.28 | 46% |
| Returns for 1 year | 26.34 | 27.48 | 96% |
| Returns for 3 years | -13.57 | 13.12 | -103% |
| Returns for 5 years | 9.85 | 57.97 | 17% |
| Returns for 10 years | -28.66 | 119.83 | -24% |