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CRMAX vs FSMDX
CRMAX vs FSMDX Comparison
Open Charts CRMAX vs FSMDX
CRM Small/Mid Cap Value I
Price$10.90
Change+$0.11 (+1.02%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.10
Change-$0.24 (-0.70%)
VolumeN/A
CapitalizationN/A
CRMAX vs FSMDX Comparison Chart
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CRMAX vs. FSMDX commentary
Dec 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 Hold and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. CRMAX (179M). 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 : 16.00 vs. CRMAX (2.91). FSMDX return over 5 years is better than : 54.54 vs. CRMAX (-4.50).
| 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 | 2.912 | 15.185 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 39.6B | 0% |
| Annual Yield % from dividends | 0.59 | 1.28 | 46% |
| Returns for 1 year | 2.91 | 16.00 | 18% |
| Returns for 3 years | -2.17 | 14.12 | -15% |
| Returns for 5 years | -4.50 | 54.54 | -8% |
| Returns for 10 years | -22.51 | 113.54 | -20% |
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