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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$42.96
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets454.25M
Vanguard Mid Cap Index Investor
Price$75.53
Change-$0.22 (-0.29%)
VolumeN/A
Net Assets176.87B
CMJAX vs VIMSX Comparison Chart
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CMJAX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 177B vs. CMJAX (454M). VIMSX pays higher dividends than CMJAX: VIMSX (1.38) vs CMJAX (0.77). CMJAX was incepted earlier than VIMSX: CMJAX (9 years) vs VIMSX (27 years). CMJAX is a more actively managed with annual turnover of: 25.00 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 : 20.29 vs. CMJAX (18.01). CMJAX (53.43) and VIMSX (53.38) have equivalent 5 years return.
| CMJAX | VIMSX | CMJAX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 4.297 | 4.801 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 177B | 0% |
| Annual Yield % from dividends | 0.77 | 1.38 | 56% |
| Returns for 1 year | 18.01 | 20.29 | 89% |
| Returns for 3 years | 20.57 | 21.29 | 97% |
| Returns for 5 years | 53.43 | 53.38 | 100% |
| Returns for 10 years | N/A | 128.58 | - |
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