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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$42.47
Change+$0.22 (+0.52%)
VolumeN/A
Net Assets457.23M
Fidelity Mid Cap Index
Price$35.59
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets42.38B
CMJAX vs FSMDX Comparison Chart in %
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CMJAX vs. FSMDX 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 FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. CMJAX (457M). FSMDX pays higher dividends than CMJAX: FSMDX (1.31) vs CMJAX (0.87). CMJAX was incepted earlier than FSMDX: CMJAX (10 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 (15.00). 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 : 8.58 vs. CMJAX (5.54). FSMDX return over 5 years is better than : 70.17 vs. CMJAX (55.79).
| 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 | 10 years | 14 years | - |
| Gain YTD | 2.573 | 5.111 | 50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 42.4B | 1% |
| Annual Yield % from dividends | 0.87 | 1.31 | 66% |
| Returns for 1 year | 5.54 | 8.58 | 65% |
| Returns for 3 years | 37.47 | 45.92 | 82% |
| Returns for 5 years | 55.79 | 70.17 | 80% |
| Returns for 10 years | N/A | 117.56 | - |
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