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CRMAX vs FSMDX
CRMAX vs FSMDX Comparison
Open Charts CRMAX vs FSMDX
CRM Small/Mid Cap Value I
Price$11.11
Change-$0.06 (-0.54%)
VolumeN/A
Net Assets180.08M
Fidelity Mid Cap Index
Price$35.34
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets37.02B
CRMAX vs FSMDX Comparison Chart
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CRMAX vs. FSMDX commentary
Jan 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: 37B vs. CRMAX (180M). 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 : 20.62 vs. CRMAX (6.36). FSMDX return over 5 years is better than : 56.38 vs. CRMAX (-3.28).
| 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 | 3.139 | 5.034 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 37B | 0% |
| Annual Yield % from dividends | 0.59 | 1.28 | 46% |
| Returns for 1 year | 6.36 | 20.62 | 31% |
| Returns for 3 years | 4.51 | 27.60 | 16% |
| Returns for 5 years | -3.28 | 56.38 | -6% |
| Returns for 10 years | -18.56 | 123.26 | -15% |