Ad is loading...
CSMFX vs FSMDX
CSMFX vs FSMDX Comparison
Open Charts CSMFX vs FSMDX
Carillon Scout Mid Cap C
Price$22.04
Change+$0.18 (+0.82%)
VolumeN/A
Net Assets2.9B
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
CSMFX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMFX vs. FSMDX commentary
May 09, 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 CSMFX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. CSMFX (2.9B). FSMDX pays higher dividends than CSMFX: FSMDX (1.21) vs CSMFX (0.01). CSMFX was incepted earlier than FSMDX: CSMFX (7 years) vs FSMDX (14 years). CSMFX (1.98) is less costly to investors than FSMDX (0.03). CSMFX is a more actively managed with annual turnover of: 72.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than CSMFX: FSMDX (0) vs CSMFX (1000). FSMDX annual gain was more profitable for investors over the last year : 5.24 vs. CSMFX (-3.57). FSMDX return over 5 years is better than : 75.46 vs. CSMFX (35.90).
| CSMFX | FSMDX | CSMFX / FSMDX | |
| Total Expense Ratio | 1.98 | 0.03 | 7,920% |
| Annual Report Gross Expense Ratio | 1.98 | 0.03 | 7,920% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -0.452 | -2.843 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 37.7B | 8% |
| Annual Yield % from dividends | 0.01 | 1.21 | 1% |
| Returns for 1 year | -3.57 | 5.24 | -68% |
| Returns for 3 years | 6.74 | 29.17 | 23% |
| Returns for 5 years | 35.90 | 75.46 | 48% |
| Returns for 10 years | N/A | 98.68 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...