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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$37.71
Change+$0.46 (+1.23%)
VolumeN/A
Net Assets444.34M
Vanguard Mid Cap Index Investor
Price$68.10
Change+$0.76 (+1.13%)
VolumeN/A
Net Assets175.23B
CMJAX vs VIMSX Comparison Chart
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CMJAX vs. VIMSX commentary
Apr 25, 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: 175B vs. CMJAX (444M). 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 : 3.34 vs. CMJAX (-1.12). VIMSX return over 5 years is better than : 71.01 vs. CMJAX (64.16).
| 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 | -9.565 | -6.509 | 147% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 175B | 0% |
| Annual Yield % from dividends | 0.93 | 1.46 | 64% |
| Returns for 1 year | -1.12 | 3.34 | -33% |
| Returns for 3 years | 8.28 | 9.44 | 88% |
| Returns for 5 years | 64.16 | 71.01 | 90% |
| Returns for 10 years | N/A | 92.64 | - |
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