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CMJAX vs FSMAX
CMJAX vs FSMAX Comparison
Open Charts CMJAX vs FSMAX
Calvert US Mid Cap Core Rspnb Idx A
Price$42.47
Change+$0.22 (+0.52%)
VolumeN/A
Net Assets457.23M
Fidelity Extended Market Index
Price$94.47
Change+$0.80 (+0.85%)
VolumeN/A
Net Assets39.17B
CMJAX vs FSMAX Comparison Chart in %
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CMJAX vs. FSMAX commentary
Jul 18, 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 CMJAX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. CMJAX (457M). CMJAX pays higher dividends than FSMAX: CMJAX (0.87) vs FSMAX (0.47). CMJAX was incepted earlier than FSMAX: CMJAX (10 years) vs FSMAX (14 years). CMJAX (0.67) is less costly to investors than FSMAX (0.04). CMJAX is a more actively managed with annual turnover of: 28.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than CMJAX: FSMAX (0) vs CMJAX (5000). FSMAX annual gain was more profitable for investors over the last year : 8.54 vs. CMJAX (5.54). FSMAX (56.52) and CMJAX (55.79) have equivalent 5 years return.
| CMJAX | FSMAX | CMJAX / FSMAX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,400% |
| Annual Report Gross Expense Ratio | 0.67 | 0.04 | 1,914% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 2.573 | 3.070 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 39.2B | 1% |
| Annual Yield % from dividends | 0.87 | 0.47 | 183% |
| Returns for 1 year | 5.54 | 8.54 | 65% |
| Returns for 3 years | 37.47 | 51.26 | 73% |
| Returns for 5 years | 55.79 | 56.52 | 99% |
| Returns for 10 years | N/A | 76.23 | - |
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