Interact to see
Advertisement
Advertisement
CTAGX vs FSMAX
CTAGX vs FSMAX Comparison
Open Charts CTAGX vs FSMAX
CTAGX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CTAGX vs. FSMAX commentary
Jul 31, 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 Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. CTAGX (43.4M). FSMAX pays higher dividends than CTAGX: FSMAX (0.48) 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 : 25.66 vs. FSMAX (18.80). FSMAX return over 5 years is better than : 31.88 vs. CTAGX (21.27).
| 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 | 13.485 | 12.258 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4M | 43.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 25.66 | 18.80 | 137% |
| Returns for 3 years | 86.10 | 53.69 | 160% |
| Returns for 5 years | 21.27 | 31.88 | 67% |
| Returns for 10 years | N/A | 128.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers