CALRX
Price
$35.52
Change
-$0.81 (-2.23%)
Updated
Mar 10 closing price
Net Assets
2.71B
NAESX
Price
$106.66
Change
-$2.78 (-2.54%)
Updated
Mar 10 closing price
Net Assets
153.45B
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CALRX vs NAESX

Header iconCALRX vs NAESX Comparison
Open Charts CALRX vs NAESXBanner chart's image
Calvert Small-Cap R6
Price$35.52
Change-$0.81 (-2.23%)
VolumeN/A
Net Assets2.71B
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
CALRX vs NAESX Comparison Chart
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CALRX vs. NAESX commentary
Mar 11, 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 NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. CALRX (2.71B). NAESX pays higher dividends than CALRX: NAESX (1.20) vs CALRX (0.31). CALRX was incepted earlier than NAESX: CALRX (6 years) vs NAESX (64 years). CALRX (0.86) is less costly to investors than NAESX (0.17). CALRX is a more actively managed with annual turnover of: 32.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than CALRX: NAESX (3000) vs CALRX (5000000). CALRX annual gain was more profitable for investors over the last year : 4.55 vs. NAESX (2.54). NAESX return over 5 years is better than : 59.49 vs. CALRX (43.40).
CALRXNAESXCALRX / NAESX
Total Expense Ratio0.860.17506%
Annual Report Gross Expense Ratio0.860.17506%
Fund Existence6 years64 years-
Gain YTD-1.731-4.95935%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.71B153B2%
Annual Yield % from dividends0.311.2026%
Returns for 1 year4.552.54179%
Returns for 3 years13.5215.6586%
Returns for 5 years43.4059.4973%
Returns for 10 yearsN/A100.54-
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