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CMJAX vs VMCPX
CMJAX vs VMCPX Comparison
Open Charts CMJAX vs VMCPX
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 InstitutionalPlus
Price$336.50
Change+$3.76 (+1.13%)
VolumeN/A
Net Assets175.23B
CMJAX vs VMCPX Comparison Chart
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CMJAX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. CMJAX (444M). VMCPX pays higher dividends than CMJAX: VMCPX (1.61) vs CMJAX (0.93). CMJAX was incepted earlier than VMCPX: CMJAX (9 years) vs VMCPX (14 years). CMJAX (0.67) is less costly to investors than VMCPX (0.03). CMJAX is a more actively managed with annual turnover of: 28.00 vs. VMCPX (13.00). CMJAX has a lower initial minimum investment than VMCPX: CMJAX (5000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 3.36 vs. CMJAX (-1.12). VMCPX return over 5 years is better than : 71.15 vs. CMJAX (64.16).
| CMJAX | VMCPX | CMJAX / VMCPX | |
| Total Expense Ratio | 0.49 | 0.03 | 1,633% |
| Annual Report Gross Expense Ratio | 0.67 | 0.03 | 2,233% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -9.565 | -6.503 | 147% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 175B | 0% |
| Annual Yield % from dividends | 0.93 | 1.61 | 58% |
| Returns for 1 year | -1.12 | 3.36 | -33% |
| Returns for 3 years | 8.28 | 9.48 | 87% |
| Returns for 5 years | 64.16 | 71.15 | 90% |
| Returns for 10 years | N/A | 92.88 | - |