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CMCRX vs FSMDX
CMCRX vs FSMDX Comparison
Open Charts CMCRX vs FSMDX
Calvert US Mid Cap Core Rspnb Idx R6
Price$44.38
Change+$0.16 (+0.36%)
VolumeN/A
Net Assets447.27M
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
CMCRX vs FSMDX Comparison Chart in %
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CMCRX vs. FSMDX commentary
Oct 19, 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 FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. CMCRX (447M). FSMDX pays higher dividends than CMCRX: FSMDX (1.25) vs CMCRX (1.11). CMCRX was incepted earlier than FSMDX: CMCRX (4 years) vs FSMDX (14 years). CMCRX (0.38) is less costly to investors than FSMDX (0.03). CMCRX is a more actively managed with annual turnover of: 28.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than CMCRX: FSMDX (0) vs CMCRX (5000000). FSMDX annual gain was more profitable for investors over the last year : 6.22 vs. CMCRX (4.65). CMCRX return over 5 years is better than : 260.23 vs. FSMDX (60.38).
| CMCRX | FSMDX | CMCRX / FSMDX | |
| Total Expense Ratio | 0.20 | 0.03 | 800% |
| Annual Report Gross Expense Ratio | 0.38 | 0.03 | 1,520% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 6.914 | 8.702 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 447M | 45.4B | 1% |
| Annual Yield % from dividends | 1.11 | 1.25 | 89% |
| Returns for 1 year | 4.65 | 6.22 | 75% |
| Returns for 3 years | 45.43 | 52.29 | 87% |
| Returns for 5 years | 260.23 | 60.38 | 431% |
| Returns for 10 years | 404.91 | 135.09 | 300% |
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