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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$38.11
Change+$0.47 (+1.25%)
VolumeN/A
Net Assets444.34M
Fidelity Mid Cap Index
Price$31.36
Change+$0.41 (+1.32%)
VolumeN/A
Net Assets37.64B
CMJIX vs FSMDX Comparison Chart
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CMJIX vs. FSMDX commentary
Apr 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 CMJIX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. CMJIX (444M). 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 : 0.81 vs. CMJIX (-0.87). FSMDX return over 5 years is better than : 74.96 vs. CMJIX (66.33).
| 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 | -9.497 | -8.351 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 37.6B | 1% |
| Annual Yield % from dividends | 1.19 | 1.20 | 100% |
| Returns for 1 year | -0.87 | 0.81 | -107% |
| Returns for 3 years | 9.07 | 11.80 | 77% |
| Returns for 5 years | 66.33 | 74.96 | 88% |
| Returns for 10 years | N/A | 85.27 | - |
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