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CMJIX vs FSMAX
CMJIX vs FSMAX Comparison
Open Charts CMJIX vs FSMAX
Calvert US Mid Cap Core Rspnb Idx I
Price$43.38
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets454.25M
Fidelity Extended Market Index
Price$95.85
Change-$0.24 (-0.25%)
VolumeN/A
Net Assets40.78B
CMJIX vs FSMAX Comparison Chart
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CMJIX vs. FSMAX commentary
Jan 23, 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 CMJIX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. CMJIX (454M). FSMAX pays higher dividends than CMJIX: FSMAX (1.10) vs CMJIX (0.98). CMJIX was incepted earlier than FSMAX: CMJIX (9 years) vs FSMAX (13 years). CMJIX is a more actively managed with annual turnover of: 25.00 vs. FSMAX (18.00). FSMAX has a lower initial minimum investment than CMJIX: FSMAX (0) vs CMJIX (1000000). FSMAX annual gain was more profitable for investors over the last year : 24.88 vs. CMJIX (16.60). CMJIX (51.68) and FSMAX (51.14) have equivalent 5 years return.
| CMJIX | FSMAX | CMJIX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 2.957 | 5.733 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 40.8B | 1% |
| Annual Yield % from dividends | 0.98 | 1.10 | 89% |
| Returns for 1 year | 16.60 | 24.88 | 67% |
| Returns for 3 years | 19.90 | 29.83 | 67% |
| Returns for 5 years | 51.68 | 51.14 | 101% |
| Returns for 10 years | N/A | 89.74 | - |
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