CALRX
Price
$35.40
Change
+$0.13 (+0.37%)
Updated
May 9 closing price
Net Assets
2.41B
FSSNX
Price
$25.23
Change
-$0.04 (-0.16%)
Updated
May 9 closing price
Net Assets
23.69B
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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$35.40
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets2.41B
Fidelity Small Cap Index
Price$25.23
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets23.69B
CALRX vs FSSNX Comparison Chart
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CALRX vs. FSSNX commentary
May 10, 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 Buy and FSSNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 23.7B vs. CALRX (2.41B). FSSNX pays higher dividends than CALRX: FSSNX (1.16) vs CALRX (0.34). CALRX was incepted earlier than FSSNX: CALRX (6 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 (9.00). FSSNX has a lower initial minimum investment than CALRX: FSSNX (0) vs CALRX (5000000). CALRX annual gain was more profitable for investors over the last year : 1.56 vs. FSSNX (-0.80). FSSNX return over 5 years is better than : 59.24 vs. CALRX (51.56).
CALRXFSSNXCALRX / FSSNX
Total Expense Ratio0.860.033,440%
Annual Report Gross Expense Ratio0.860.033,440%
Fund Existence6 years14 years-
Gain YTD-4.598-8.70753%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.41B23.7B10%
Annual Yield % from dividends0.341.1629%
Returns for 1 year1.56-0.80-195%
Returns for 3 years19.0520.7492%
Returns for 5 years51.5659.2487%
Returns for 10 yearsN/A60.41-
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