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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$41.63
Change+$0.31 (+0.75%)
VolumeN/A
Net Assets444.59M
Vanguard Mid Cap Index InstitutionalPlus
Price$369.80
Change+$2.65 (+0.72%)
VolumeN/A
Net Assets185.28B
CMJAX vs VMCPX Comparison Chart
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CMJAX vs. VMCPX commentary
Jun 07, 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: 185B vs. CMJAX (445M). VMCPX pays higher dividends than CMJAX: VMCPX (1.54) vs CMJAX (0.90). CMJAX was incepted earlier than VMCPX: CMJAX (10 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 (16.00). 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 : 12.18 vs. CMJAX (8.80). VMCPX return over 5 years is better than : 59.67 vs. CMJAX (52.69).
| 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 | 10 years | 14 years | - |
| Gain YTD | 0.316 | 3.166 | 10% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 185B | 0% |
| Annual Yield % from dividends | 0.90 | 1.54 | 58% |
| Returns for 1 year | 8.80 | 12.18 | 72% |
| Returns for 3 years | 22.79 | 23.76 | 96% |
| Returns for 5 years | 52.69 | 59.67 | 88% |
| Returns for 10 years | N/A | 116.93 | - |
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