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CTAGX vs FSMAX
CTAGX vs FSMAX Comparison
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CTAGX vs FSMAX Comparison Chart in %
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CTAGX vs. FSMAX commentary
Aug 23, 2026
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 Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. CTAGX (45.8M). FSMAX pays higher dividends than CTAGX: FSMAX (0.50) vs CTAGX (0.00). CTAGX was incepted earlier than FSMAX: CTAGX (7 years) vs FSMAX (15 years). CTAGX (1.70) is less costly to investors than FSMAX (0.04). CTAGX is a more actively managed with annual turnover of: 192.00 vs. FSMAX (23.00). 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 : 27.87 vs. FSMAX (23.72). FSMAX return over 5 years is better than : 40.14 vs. CTAGX (26.02).
| CTAGX | FSMAX | CTAGX / FSMAX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,857% |
| Annual Report Gross Expense Ratio | 1.70 | 0.04 | 4,857% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 15.703 | 16.937 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8M | 40.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 27.87 | 23.72 | 117% |
| Returns for 3 years | 104.04 | 72.12 | 144% |
| Returns for 5 years | 26.02 | 40.14 | 65% |
| Returns for 10 years | N/A | 135.83 | - |
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