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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$42.11
Change-$0.81 (-1.89%)
VolumeN/A
Net Assets479.19M
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
CMJIX vs VMCPX Comparison Chart
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CMJIX vs. VMCPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. CMJIX (479M). VMCPX pays higher dividends than CMJIX: VMCPX (1.51) vs CMJIX (0.98). CMJIX was incepted earlier than VMCPX: CMJIX (9 years) vs VMCPX (14 years). CMJIX is a more actively managed with annual turnover of: 25.00 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 : 14.06 vs. CMJIX (11.02). CMJIX (49.78) and VMCPX (48.48) have equivalent 5 years return.
| CMJIX | VMCPX | CMJIX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 1.250 | 2.485 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 185B | 0% |
| Annual Yield % from dividends | 0.98 | 1.51 | 65% |
| Returns for 1 year | 11.02 | 14.06 | 78% |
| Returns for 3 years | 19.27 | 19.70 | 98% |
| Returns for 5 years | 49.78 | 48.48 | 103% |
| Returns for 10 years | N/A | 114.38 | - |
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