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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$41.63
Change+$0.31 (+0.75%)
VolumeN/A
Net Assets444.59M
Vanguard Mid Cap Index Investor
Price$74.82
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets185.28B
CMJAX vs VIMSX Comparison Chart
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CMJAX vs. VIMSX commentary
Jun 07, 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 StrongBuy.
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 : 12.15 vs. CMJAX (8.80). VIMSX return over 5 years is better than : 59.53 vs. CMJAX (52.69).
| 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 | 0.316 | 3.140 | 10% |
| 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 | 8.80 | 12.15 | 72% |
| Returns for 3 years | 22.79 | 23.71 | 96% |
| Returns for 5 years | 52.69 | 59.53 | 89% |
| Returns for 10 years | N/A | 116.65 | - |