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CMCRX vs FSMAX
CMCRX vs FSMAX Comparison
Open Charts CMCRX vs FSMAX
Calvert US Mid Cap Core Rspnb Idx R6
Price$43.99
Change-$0.21 (-0.48%)
VolumeN/A
Net Assets457.23M
Fidelity Extended Market Index
Price$96.39
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets39.17B
CMCRX vs FSMAX Comparison Chart in %
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CMCRX vs. FSMAX commentary
Jul 29, 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 CMCRX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. CMCRX (457M). CMCRX pays higher dividends than FSMAX: CMCRX (1.17) vs FSMAX (0.47). CMCRX was incepted earlier than FSMAX: CMCRX (3 years) vs FSMAX (14 years). CMCRX (0.38) is less costly to investors than FSMAX (0.04). CMCRX is a more actively managed with annual turnover of: 28.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than CMCRX: FSMAX (0) vs CMCRX (5000000). FSMAX annual gain was more profitable for investors over the last year : 13.53 vs. CMCRX (10.45). CMCRX return over 5 years is better than : 269.97 vs. FSMAX (57.98).
| CMCRX | FSMAX | CMCRX / FSMAX | |
| Total Expense Ratio | 0.20 | 0.04 | 571% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 1,086% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 5.974 | 6.195 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 39.2B | 1% |
| Annual Yield % from dividends | 1.17 | 0.47 | 246% |
| Returns for 1 year | 10.45 | 13.53 | 77% |
| Returns for 3 years | 32.56 | 44.35 | 73% |
| Returns for 5 years | 269.97 | 57.98 | 466% |
| Returns for 10 years | 371.01 | 83.77 | 443% |
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