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CSMFX vs FSMDX
CSMFX vs FSMDX Comparison
Open Charts CSMFX vs FSMDX
Carillon Scout Mid Cap C
Price$20.39
Change+$0.17 (+0.84%)
VolumeN/A
Net Assets2.69B
Fidelity Mid Cap Index
Price$30.83
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets37.64B
CSMFX vs FSMDX Comparison Chart
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CSMFX vs. FSMDX commentary
Apr 19, 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: 37.6B vs. CSMFX (2.69B). FSMDX pays higher dividends than CSMFX: FSMDX (1.20) 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: 112.00 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 : 1.53 vs. CSMFX (-8.55). FSMDX return over 5 years is better than : 70.65 vs. CSMFX (31.99).
| 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 | -7.904 | -9.476 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 37.6B | 7% |
| Annual Yield % from dividends | 0.01 | 1.20 | 1% |
| Returns for 1 year | -8.55 | 1.53 | -558% |
| Returns for 3 years | -12.48 | 7.96 | -157% |
| Returns for 5 years | 31.99 | 70.65 | 45% |
| Returns for 10 years | N/A | 83.80 | - |
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