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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$42.96
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets454.25M
Fidelity Mid Cap Index
Price$35.34
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets37.02B
CMJAX vs FSMDX Comparison Chart
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CMJAX vs. FSMDX commentary
Jan 24, 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: 37B vs. CMJAX (454M). 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 : 20.38 vs. CMJAX (18.01). FSMDX return over 5 years is better than : 57.29 vs. CMJAX (53.43).
| 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 | 4.297 | 4.649 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 37B | 1% |
| Annual Yield % from dividends | 0.77 | 1.28 | 60% |
| Returns for 1 year | 18.01 | 20.38 | 88% |
| Returns for 3 years | 20.57 | 27.13 | 76% |
| Returns for 5 years | 53.43 | 57.29 | 93% |
| Returns for 10 years | N/A | 122.45 | - |
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