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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$40.42
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets468.62M
Vanguard Mid Cap Index InstitutionalPlus
Price$353.67
Change+$3.62 (+1.03%)
VolumeN/A
Net Assets181.84B
CMJIX vs VMCPX Comparison Chart
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CMJIX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. CMJIX (469M). 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 : 5.79 vs. CMJIX (1.77). VMCPX return over 5 years is better than : 111.09 vs. CMJIX (105.53).
| 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 | -3.967 | -1.639 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 182B | 0% |
| Annual Yield % from dividends | 1.19 | 1.61 | 74% |
| Returns for 1 year | 1.77 | 5.79 | 31% |
| Returns for 3 years | 9.49 | 9.24 | 103% |
| Returns for 5 years | 105.53 | 111.09 | 95% |
| Returns for 10 years | N/A | 105.50 | - |
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