CALRX
Price
$37.02
Change
-$1.41 (-3.67%)
Updated
Dec 18 closing price
NAESX
Price
$115.41
Change
-$4.89 (-4.06%)
Updated
Dec 18 closing price
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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$37.02
Change-$1.41 (-3.67%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
CALRX vs NAESX Comparison Chart
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CALRX vs. NAESX commentary
Dec 19, 2024

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.

FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. CALRX (3B). NAESX pays higher dividends than CALRX: NAESX (1.31) vs CALRX (0.36). CALRX was incepted earlier than NAESX: CALRX (6 years) vs NAESX (64 years). CALRX is a more actively managed with annual turnover of: 44.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than CALRX: NAESX (3000) vs CALRX (5000000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. CALRX (17.62). NAESX return over 5 years is better than : 53.79 vs. CALRX (38.87).
CALRXNAESXCALRX / NAESX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence6 years64 years-
Gain YTD15.43417.99486%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets3B167B2%
Annual Yield % from dividends0.361.3128%
Returns for 1 year17.6219.5490%
Returns for 3 years11.6215.7174%
Returns for 5 years38.8753.7972%
Returns for 10 yearsN/A124.30-
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