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CTAGX vs FSMAX
CTAGX vs FSMAX Comparison
Open Charts CTAGX vs FSMAX
Calamos Timpani SMID Growth A
Price$15.31
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets32.61M
Fidelity Extended Market Index
Price$94.67
Change-$0.21 (-0.22%)
VolumeN/A
Net Assets39.63B
CTAGX vs FSMAX Comparison Chart in %
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CTAGX vs. FSMAX commentary
Aug 10, 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: 39.6B vs. CTAGX (32.6M). CTAGX pays higher dividends than FSMAX: CTAGX (2.37) vs FSMAX (0.46). 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 : 25.06 vs. FSMAX (18.22). FSMAX return over 5 years is better than : 50.90 vs. CTAGX (31.23).
| 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 | 3.376 | 4.170 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6M | 39.6B | 0% |
| Annual Yield % from dividends | 2.37 | 0.46 | 512% |
| Returns for 1 year | 25.06 | 18.22 | 138% |
| Returns for 3 years | 47.39 | 39.44 | 120% |
| Returns for 5 years | 31.23 | 50.90 | 61% |
| Returns for 10 years | N/A | 82.73 | - |
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