Interact to see
Advertisement
Advertisement
CMJIX vs VMCPX
CMJIX vs VMCPX Comparison
Open Charts CMJIX vs VMCPX
Calvert US Mid Cap Core Rspnb Idx I
Price$43.62
Change+$0.25 (+0.58%)
VolumeN/A
Net Assets457.23M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
CMJIX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMJIX vs. VMCPX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. CMJIX (457M). VMCPX pays higher dividends than CMJIX: VMCPX (1.54) vs CMJIX (1.11). CMJIX was incepted earlier than VMCPX: CMJIX (10 years) vs VMCPX (15 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 : 17.65 vs. CMJIX (14.32). VMCPX return over 5 years is better than : 73.80 vs. CMJIX (67.40).
| 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 | 15 years | - |
| Gain YTD | 4.881 | 7.631 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 185B | 0% |
| Annual Yield % from dividends | 1.11 | 1.54 | 72% |
| Returns for 1 year | 14.32 | 17.65 | 81% |
| Returns for 3 years | 42.04 | 43.14 | 97% |
| Returns for 5 years | 67.40 | 73.80 | 91% |
| Returns for 10 years | N/A | 127.62 | - |