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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$41.69
Change-$0.81 (-1.91%)
VolumeN/A
Net Assets479.19M
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
CMJAX vs FSMDX Comparison Chart
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CMJAX vs. FSMDX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. CMJAX (479M). 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 : 12.97 vs. CMJAX (10.75). FSMDX return over 5 years is better than : 51.19 vs. CMJAX (47.83).
| 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 | 1.214 | 1.717 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 38.6B | 1% |
| Annual Yield % from dividends | 0.77 | 1.28 | 60% |
| Returns for 1 year | 10.75 | 12.97 | 83% |
| Returns for 3 years | 18.40 | 24.51 | 75% |
| Returns for 5 years | 47.83 | 51.19 | 93% |
| Returns for 10 years | N/A | 107.43 | - |
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