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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$37.84
Change-$2.17 (-5.42%)
VolumeN/A
Net Assets468.62M
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
CMJAX vs VIMSX Comparison Chart
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CMJAX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. CMJAX (469M). VIMSX pays higher dividends than CMJAX: VIMSX (1.46) vs CMJAX (0.93). CMJAX was incepted earlier than VIMSX: CMJAX (9 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 (13.00). 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 : 6.63 vs. CMJAX (2.51). VIMSX return over 5 years is better than : 113.13 vs. CMJAX (105.38).
| CMJAX | VIMSX | CMJAX / VIMSX | |
| Total Expense Ratio | 0.49 | 0.17 | 288% |
| Annual Report Gross Expense Ratio | 0.67 | 0.17 | 394% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -2.865 | -0.622 | 460% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 182B | 0% |
| Annual Yield % from dividends | 0.93 | 1.46 | 64% |
| Returns for 1 year | 2.51 | 6.63 | 38% |
| Returns for 3 years | 9.59 | 9.75 | 98% |
| Returns for 5 years | 105.38 | 113.13 | 93% |
| Returns for 10 years | N/A | 106.04 | - |
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