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CTAGX vs FSMAX
CTAGX vs FSMAX Comparison
Open Charts CTAGX vs FSMAX
Calamos Timpani SMID Growth A
Price$12.44
Change-$0.78 (-5.90%)
VolumeN/A
Net Assets29.56M
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
CTAGX vs FSMAX Comparison Chart
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CTAGX vs. FSMAX commentary
Apr 04, 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: 36.5B vs. CTAGX (29.6M). CTAGX pays higher dividends than FSMAX: CTAGX (2.83) vs FSMAX (0.53). 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 : 7.73 vs. FSMAX (3.80). FSMAX return over 5 years is better than : 106.28 vs. CTAGX (83.48).
| 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 | -10.736 | -6.855 | 157% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 36.5B | 0% |
| Annual Yield % from dividends | 2.83 | 0.53 | 533% |
| Returns for 1 year | 7.73 | 3.80 | 204% |
| Returns for 3 years | 9.56 | 8.54 | 112% |
| Returns for 5 years | 83.48 | 106.28 | 79% |
| Returns for 10 years | N/A | 57.10 | - |
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