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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$41.69
Change-$0.81 (-1.91%)
VolumeN/A
Net Assets479.19M
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
CMJAX vs VIMSX Comparison Chart
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CMJAX vs. VIMSX commentary
Feb 23, 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: 185B vs. CMJAX (479M). 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 : 14.03 vs. CMJAX (10.75). VIMSX (48.34) and CMJAX (47.83) 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 | 1.214 | 2.456 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 185B | 0% |
| Annual Yield % from dividends | 0.77 | 1.38 | 56% |
| Returns for 1 year | 10.75 | 14.03 | 77% |
| Returns for 3 years | 18.40 | 19.64 | 94% |
| Returns for 5 years | 47.83 | 48.34 | 99% |
| Returns for 10 years | N/A | 114.05 | - |