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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$37.84
Change-$2.17 (-5.42%)
VolumeN/A
Net Assets468.62M
Vanguard Mid Cap Index InstitutionalPlus
Price$336.21
Change-$17.46 (-4.94%)
VolumeN/A
Net Assets181.84B
CMJAX vs VMCPX Comparison Chart
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CMJAX vs. VMCPX commentary
Apr 04, 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. CMJAX (469M). 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 : 6.65 vs. CMJAX (2.51). VMCPX return over 5 years is better than : 113.27 vs. CMJAX (105.38).
| 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 | -2.865 | -0.622 | 461% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 182B | 0% |
| Annual Yield % from dividends | 0.93 | 1.61 | 58% |
| Returns for 1 year | 2.51 | 6.65 | 38% |
| Returns for 3 years | 9.59 | 9.79 | 98% |
| Returns for 5 years | 105.38 | 113.27 | 93% |
| Returns for 10 years | N/A | 106.31 | - |