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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$42.74
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets447.22M
Fidelity Mid Cap Index
Price$35.75
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets43.39B
CMJAX vs FSMDX Comparison Chart in %
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CMJAX vs. FSMDX commentary
Aug 08, 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 Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. CMJAX (447M). FSMDX pays higher dividends than CMJAX: FSMDX (1.29) vs CMJAX (0.86). 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 : 16.73 vs. CMJAX (13.56). FSMDX return over 5 years is better than : 65.56 vs. CMJAX (51.60).
| 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 | 3.836 | 6.268 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 447M | 43.4B | 1% |
| Annual Yield % from dividends | 0.86 | 1.29 | 66% |
| Returns for 1 year | 13.56 | 16.73 | 81% |
| Returns for 3 years | 26.69 | 34.73 | 77% |
| Returns for 5 years | 51.60 | 65.56 | 79% |
| Returns for 10 years | N/A | 120.20 | - |