CALRX
Price
$35.42
Change
+$0.17 (+0.48%)
Updated
Aug 5 closing price
Net Assets
2.42B
FSSNX
Price
$27.86
Change
+$0.17 (+0.61%)
Updated
Aug 5 closing price
Net Assets
25.89B
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CALRX vs FSSNX

Header iconCALRX vs FSSNX Comparison
Open Charts CALRX vs FSSNXBanner chart's image
Calvert Small-Cap R6
Price$35.42
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets2.42B
Fidelity Small Cap Index
Price$27.86
Change+$0.17 (+0.61%)
VolumeN/A
Net Assets25.89B
CALRX vs FSSNX Comparison Chart in %
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CALRX vs. FSSNX commentary
Aug 07, 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 CALRX is a Hold and FSSNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.9B vs. CALRX (2.43B). FSSNX pays higher dividends than CALRX: FSSNX (0.90) vs CALRX (0.33). CALRX was incepted earlier than FSSNX: CALRX (7 years) vs FSSNX (14 years). CALRX (0.86) is less costly to investors than FSSNX (0.03). CALRX is a more actively managed with annual turnover of: 32.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than CALRX: FSSNX (0) vs CALRX (5000000). FSSNX annual gain was more profitable for investors over the last year : 10.14 vs. CALRX (2.42). FSSNX return over 5 years is better than : 49.67 vs. CALRX (32.38).
CALRXFSSNXCALRX / FSSNX
Total Expense Ratio0.860.033,440%
Annual Report Gross Expense Ratio0.860.033,440%
Fund Existence7 years14 years-
Gain YTD-4.6520.036-12,878%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.43B25.9B9%
Annual Yield % from dividends0.330.9036%
Returns for 1 year2.4210.1424%
Returns for 3 years11.3920.8055%
Returns for 5 years32.3849.6765%
Returns for 10 yearsN/A80.73-
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