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CRMAX vs FSMDX
CRMAX vs FSMDX Comparison
Open Charts CRMAX vs FSMDX
CRM Small/Mid Cap Value I
Price$13.09
Change+$0.20 (+1.55%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$36.81
Change+$0.41 (+1.13%)
VolumeN/A
CapitalizationN/A
CRMAX vs FSMDX Comparison Chart
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CRMAX vs. FSMDX commentary
Nov 23, 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: 36.3B vs. CRMAX (189M). 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). CRMAX (32.97) and FSMDX (32.77) have marching annual gain over last year. FSMDX return over 5 years is better than : 64.70 vs. CRMAX (14.50).
| 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 | 21.375 | 21.582 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 36.3B | 1% |
| Annual Yield % from dividends | 0.59 | 1.28 | 46% |
| Returns for 1 year | 32.97 | 32.77 | 101% |
| Returns for 3 years | -17.64 | 14.74 | -120% |
| Returns for 5 years | 14.50 | 64.70 | 22% |
| Returns for 10 years | -27.16 | 124.19 | -22% |