CMJIX vs. FXAIX

In the year-to-date period, CMJIX achieves a -3.05% return, which is significantly higher than FXAIX's -3.38% return.

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CMJIX has a 0.24% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Calvert US Mid-Cap Core Responsible Index Fund (CMJIX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CMJIX Sharpe Ratio is 0.18, which is lower than the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of CMJIX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMJIX's dividend yield for the trailing twelve months is around 1.18%, less than FXAIX's 1.32% yield.

The maximum CMJIX drawdown since its inception was -38.09%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CMJIX and FXAIX. For additional features, visit the drawdowns tool.

Calvert US Mid-Cap Core Responsible Index Fund (CMJIX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 6.59% and 6.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.