Ad is loading...
CMJIX vs VMCPX
CMJIX vs VMCPX Comparison
Open Charts CMJIX vs VMCPX
Calvert US Mid Cap Core Rspnb Idx I
Price$38.11
Change+$0.47 (+1.25%)
VolumeN/A
Net Assets444.34M
Vanguard Mid Cap Index InstitutionalPlus
Price$336.50
Change+$3.76 (+1.13%)
VolumeN/A
Net Assets175.23B
CMJIX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMJIX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. CMJIX (444M). VMCPX pays higher dividends than CMJIX: VMCPX (1.61) vs CMJIX (1.19). CMJIX was incepted earlier than VMCPX: CMJIX (9 years) vs VMCPX (14 years). CMJIX (0.42) is less costly to investors than VMCPX (0.03). CMJIX is a more actively managed with annual turnover of: 28.00 vs. VMCPX (13.00). CMJIX has a lower initial minimum investment than VMCPX: CMJIX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 3.36 vs. CMJIX (-0.87). VMCPX return over 5 years is better than : 71.15 vs. CMJIX (66.33).
| CMJIX | VMCPX | CMJIX / VMCPX | |
| Total Expense Ratio | 0.24 | 0.03 | 800% |
| Annual Report Gross Expense Ratio | 0.42 | 0.03 | 1,400% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -9.497 | -6.503 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 175B | 0% |
| Annual Yield % from dividends | 1.19 | 1.61 | 74% |
| Returns for 1 year | -0.87 | 3.36 | -26% |
| Returns for 3 years | 9.07 | 9.48 | 96% |
| Returns for 5 years | 66.33 | 71.15 | 93% |
| Returns for 10 years | N/A | 92.88 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers