Interact to see
Advertisement
Advertisement
CTAGX vs FSMAX
CTAGX vs FSMAX Comparison
Open Charts CTAGX vs FSMAX
Calamos Timpani SMID Growth A
Price$16.32
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets34.83M
Fidelity Extended Market Index
Price$98.59
Change-$0.48 (-0.48%)
VolumeN/A
Net Assets41.05B
CTAGX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CTAGX vs. FSMAX commentary
Sep 03, 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 CTAGX is a StrongBuy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. CTAGX (34.8M). CTAGX pays higher dividends than FSMAX: CTAGX (2.24) vs FSMAX (0.44). CTAGX was incepted earlier than FSMAX: CTAGX (6 years) vs FSMAX (14 years). CTAGX (1.81) is less costly to investors than FSMAX (0.04). CTAGX is a more actively managed with annual turnover of: 220.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than CTAGX: FSMAX (0) vs CTAGX (2500). CTAGX annual gain was more profitable for investors over the last year : 23.99 vs. FSMAX (15.94). FSMAX return over 5 years is better than : 56.23 vs. CTAGX (42.15).
| CTAGX | FSMAX | CTAGX / FSMAX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,857% |
| Annual Report Gross Expense Ratio | 1.81 | 0.04 | 5,171% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 10.668 | 9.012 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.8M | 41B | 0% |
| Annual Yield % from dividends | 2.24 | 0.44 | 505% |
| Returns for 1 year | 23.99 | 15.94 | 150% |
| Returns for 3 years | 64.75 | 54.16 | 120% |
| Returns for 5 years | 42.15 | 56.23 | 75% |
| Returns for 10 years | N/A | 104.31 | - |