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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$43.45
Change+$0.63 (+1.47%)
VolumeN/A
Net Assets454.25M
Fidelity Mid Cap Index
Price$35.47
Change+$0.47 (+1.34%)
VolumeN/A
Net Assets37.02B
CMJIX vs FSMDX Comparison Chart
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CMJIX vs. FSMDX commentary
Jan 22, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. CMJIX (454M). FSMDX pays higher dividends than CMJIX: FSMDX (1.28) vs CMJIX (0.98). CMJIX was incepted earlier than FSMDX: CMJIX (9 years) vs FSMDX (13 years). CMJIX is a more actively managed with annual turnover of: 25.00 vs. FSMDX (9.00). 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 : 20.62 vs. CMJIX (16.60). FSMDX return over 5 years is better than : 56.38 vs. CMJIX (51.68).
| CMJIX | FSMDX | CMJIX / FSMDX | |
| 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 | 5.034 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 37B | 1% |
| Annual Yield % from dividends | 0.98 | 1.28 | 77% |
| Returns for 1 year | 16.60 | 20.62 | 81% |
| Returns for 3 years | 19.90 | 27.60 | 72% |
| Returns for 5 years | 51.68 | 56.38 | 92% |
| Returns for 10 years | N/A | 123.26 | - |