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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$41.35
Change-$0.28 (-0.67%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
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CMJAX vs FSMDX Comparison Chart
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CMJAX vs. FSMDX commentary
Sep 21, 2024
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: 35.8B vs. CMJAX (471M). FSMDX pays higher dividends than CMJAX: FSMDX (1.28) vs CMJAX (0.77). CMJAX was incepted earlier than FSMDX: CMJAX (9 years) vs FSMDX (13 years). CMJAX is a more actively managed with annual turnover of: 25.00 vs. FSMDX (9.00). 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 : 27.48 vs. CMJAX (25.35). CMJAX (58.08) and FSMDX (57.97) have equivalent 5 years return.
| CMJAX | FSMDX | CMJAX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 11.727 | 13.332 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 35.8B | 1% |
| Annual Yield % from dividends | 0.77 | 1.28 | 60% |
| Returns for 1 year | 25.35 | 27.48 | 92% |
| Returns for 3 years | 7.25 | 13.12 | 55% |
| Returns for 5 years | 58.08 | 57.97 | 100% |
| Returns for 10 years | N/A | 119.83 | - |
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