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CMJAX vs FSMDX
CMJAX vs FSMDX Comparison
Open Charts CMJAX vs FSMDX
Calvert US Mid Cap Core Rspnb Idx A
Price$37.71
Change+$0.46 (+1.23%)
VolumeN/A
Net Assets444.34M
Fidelity Mid Cap Index
Price$31.36
Change+$0.41 (+1.32%)
VolumeN/A
Net Assets37.64B
CMJAX vs FSMDX Comparison Chart
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CMJAX vs. FSMDX commentary
Apr 25, 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 FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. CMJAX (444M). FSMDX pays higher dividends than CMJAX: FSMDX (1.20) vs CMJAX (0.93). CMJAX was incepted earlier than FSMDX: CMJAX (9 years) vs FSMDX (14 years). CMJAX (0.67) is less costly to investors than FSMDX (0.03). CMJAX is a more actively managed with annual turnover of: 28.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than CMJAX: FSMDX (0) vs CMJAX (5000). FSMDX annual gain was more profitable for investors over the last year : 0.81 vs. CMJAX (-1.12). FSMDX return over 5 years is better than : 74.96 vs. CMJAX (64.16).
| CMJAX | FSMDX | CMJAX / FSMDX | |
| Total Expense Ratio | 0.49 | 0.03 | 1,960% |
| Annual Report Gross Expense Ratio | 0.67 | 0.03 | 2,680% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -9.565 | -8.351 | 115% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 37.6B | 1% |
| Annual Yield % from dividends | 0.93 | 1.20 | 78% |
| Returns for 1 year | -1.12 | 0.81 | -138% |
| Returns for 3 years | 8.28 | 11.80 | 70% |
| Returns for 5 years | 64.16 | 74.96 | 86% |
| Returns for 10 years | N/A | 85.27 | - |
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