Ad is loading...
CMJAX vs VMCPX
CMJAX vs VMCPX Comparison
Open Charts CMJAX vs VMCPX
Calvert US Mid Cap Core Rspnb Idx A
Price$42.96
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets454.25M
Vanguard Mid Cap Index InstitutionalPlus
Price$373.24
Change-$1.10 (-0.29%)
VolumeN/A
Net Assets176.87B
CMJAX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMJAX vs. VMCPX commentary
Jan 24, 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: 177B vs. CMJAX (454M). 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 : 20.31 vs. CMJAX (18.01). VMCPX (53.51) and CMJAX (53.43) 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 | 4.297 | 4.810 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 177B | 0% |
| Annual Yield % from dividends | 0.77 | 1.51 | 51% |
| Returns for 1 year | 18.01 | 20.31 | 89% |
| Returns for 3 years | 20.57 | 21.35 | 96% |
| Returns for 5 years | 53.43 | 53.51 | 100% |
| Returns for 10 years | N/A | 128.96 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...