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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$37.84
Change-$2.17 (-5.42%)
VolumeN/A
Net Assets468.62M
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
CMJAX vs FSMDX Comparison Chart
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CMJAX vs. FSMDX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. CMJAX (469M). 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 : 4.57 vs. CMJAX (2.51). FSMDX return over 5 years is better than : 118.86 vs. CMJAX (105.38).
| 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 | -2.865 | -1.836 | 156% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 37.6B | 1% |
| Annual Yield % from dividends | 0.93 | 1.20 | 78% |
| Returns for 1 year | 2.51 | 4.57 | 55% |
| Returns for 3 years | 9.59 | 13.46 | 71% |
| Returns for 5 years | 105.38 | 118.86 | 89% |
| Returns for 10 years | N/A | 99.53 | - |
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