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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$41.69
Change-$0.81 (-1.91%)
VolumeN/A
Net Assets479.19M
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
CMJAX vs VMCPX Comparison Chart
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CMJAX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. CMJAX (479M). VMCPX pays higher dividends than CMJAX: VMCPX (1.51) vs CMJAX (0.77). CMJAX was incepted earlier than VMCPX: CMJAX (9 years) vs VMCPX (14 years). CMJAX is a more actively managed with annual turnover of: 25.00 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 : 14.06 vs. CMJAX (10.75). VMCPX (48.48) and CMJAX (47.83) have equivalent 5 years return.
| CMJAX | VMCPX | CMJAX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 1.214 | 2.485 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 185B | 0% |
| Annual Yield % from dividends | 0.77 | 1.51 | 51% |
| Returns for 1 year | 10.75 | 14.06 | 76% |
| Returns for 3 years | 18.40 | 19.70 | 93% |
| Returns for 5 years | 47.83 | 48.48 | 99% |
| Returns for 10 years | N/A | 114.38 | - |