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CMJIX vs VMCPX
CMJIX vs VMCPX Comparison
Open Charts CMJIX vs VMCPX
Calvert US Mid Cap Core Rspnb Idx I
Price$41.77
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets444.59M
Vanguard Mid Cap Index InstitutionalPlus
Price$367.15
Change-$0.39 (-0.11%)
VolumeN/A
Net Assets185.28B
CMJIX vs VMCPX Comparison Chart
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CMJIX vs. VMCPX commentary
Jun 06, 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: 185B vs. CMJIX (445M). VMCPX pays higher dividends than CMJIX: VMCPX (1.54) vs CMJIX (1.15). CMJIX was incepted earlier than VMCPX: CMJIX (10 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 (16.00). 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 : 11.84 vs. CMJIX (8.62). VMCPX return over 5 years is better than : 59.84 vs. CMJIX (54.71).
| 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 | 10 years | 14 years | - |
| Gain YTD | 0.457 | 3.275 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 185B | 0% |
| Annual Yield % from dividends | 1.15 | 1.54 | 74% |
| Returns for 1 year | 8.62 | 11.84 | 73% |
| Returns for 3 years | 25.03 | 25.46 | 98% |
| Returns for 5 years | 54.71 | 59.84 | 91% |
| Returns for 10 years | N/A | 116.89 | - |
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