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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$41.35
Change-$0.28 (-0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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CMJAX vs VMCPX Comparison Chart
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CMJAX vs. VMCPX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. CMJAX (471M). 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). CMJAX (25.35) and VMCPX (25.17) have marching annual gain over last year. CMJAX (58.08) and VMCPX (56.93) 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 | 11.727 | 12.593 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 172B | 0% |
| Annual Yield % from dividends | 0.77 | 1.51 | 51% |
| Returns for 1 year | 25.35 | 25.17 | 101% |
| Returns for 3 years | 7.25 | 9.85 | 74% |
| Returns for 5 years | 58.08 | 56.93 | 102% |
| Returns for 10 years | N/A | 128.75 | - |