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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$44.14
Change+$0.49 (+1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$380.34
Change+$3.69 (+0.98%)
VolumeN/A
CapitalizationN/A
CMJAX vs VMCPX Comparison Chart
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CMJAX vs. VMCPX commentary
Nov 23, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. CMJAX (458M). 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 (31.11) and CMJAX (31.01) have marching annual gain over last year. VMCPX (64.71) and CMJAX (62.32) 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 | 19.265 | 21.443 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 175B | 0% |
| Annual Yield % from dividends | 0.77 | 1.51 | 51% |
| Returns for 1 year | 31.01 | 31.11 | 100% |
| Returns for 3 years | 7.85 | 11.24 | 70% |
| Returns for 5 years | 62.32 | 64.71 | 96% |
| Returns for 10 years | N/A | 133.38 | - |