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CMJIX vs FSMDX
CMJIX vs FSMDX Comparison
Open Charts CMJIX vs FSMDX
Calvert US Mid Cap Core Rspnb Idx I
Price$40.42
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets468.62M
Fidelity Mid Cap Index
Price$33.15
Change+$0.41 (+1.25%)
VolumeN/A
Net Assets37.64B
CMJIX vs FSMDX Comparison Chart
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CMJIX vs. FSMDX 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 CMJIX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. CMJIX (469M). FSMDX (1.20) and CMJIX (1.19) have matching dividends . CMJIX was incepted earlier than FSMDX: CMJIX (9 years) vs FSMDX (14 years). CMJIX (0.42) is less costly to investors than FSMDX (0.03). CMJIX is a more actively managed with annual turnover of: 28.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than CMJIX: FSMDX (0) vs CMJIX (1000000). FSMDX annual gain was more profitable for investors over the last year : 3.64 vs. CMJIX (1.77). FSMDX return over 5 years is better than : 116.15 vs. CMJIX (105.53).
| CMJIX | FSMDX | CMJIX / FSMDX | |
| Total Expense Ratio | 0.24 | 0.03 | 960% |
| Annual Report Gross Expense Ratio | 0.42 | 0.03 | 1,680% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -3.967 | -3.050 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 37.6B | 1% |
| Annual Yield % from dividends | 1.19 | 1.20 | 100% |
| Returns for 1 year | 1.77 | 3.64 | 49% |
| Returns for 3 years | 9.49 | 12.50 | 76% |
| Returns for 5 years | 105.53 | 116.15 | 91% |
| Returns for 10 years | N/A | 98.36 | - |
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