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CMJAX vs VIMSX
CMJAX vs VIMSX Comparison
Open Charts CMJAX vs VIMSX
Calvert US Mid Cap Core Rspnb Idx A
Price$41.97
Change+$0.34 (+0.82%)
VolumeN/A
Net Assets444.59M
Vanguard Mid Cap Index Investor
Price$75.83
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets185.28B
CMJAX vs VIMSX Comparison Chart in %
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CMJAX vs. VIMSX commentary
Jun 27, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. CMJAX (445M). VIMSX pays higher dividends than CMJAX: VIMSX (1.40) vs CMJAX (0.90). CMJAX was incepted earlier than VIMSX: CMJAX (10 years) vs VIMSX (27 years). CMJAX (0.67) is less costly to investors than VIMSX (0.17). CMJAX is a more actively managed with annual turnover of: 28.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than CMJAX: VIMSX (3000) vs CMJAX (5000). VIMSX annual gain was more profitable for investors over the last year : 14.06 vs. CMJAX (10.22). VIMSX return over 5 years is better than : 75.07 vs. CMJAX (65.10).
| CMJAX | VIMSX | CMJAX / VIMSX | |
| Total Expense Ratio | 0.49 | 0.17 | 288% |
| Annual Report Gross Expense Ratio | 0.67 | 0.17 | 394% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 1.068 | 4.515 | 24% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 185B | 0% |
| Annual Yield % from dividends | 0.90 | 1.40 | 64% |
| Returns for 1 year | 10.22 | 14.06 | 73% |
| Returns for 3 years | 33.13 | 36.50 | 91% |
| Returns for 5 years | 65.10 | 75.07 | 87% |
| Returns for 10 years | N/A | 121.95 | - |
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