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CALRX vs VRTIX
CALRX vs VRTIX Comparison
Open Charts CALRX vs VRTIX
Vanguard Russell 2000 Index I
Price$380.18
Change+$2.73 (+0.72%)
VolumeN/A
Net Assets12.87B
CALRX vs VRTIX Comparison Chart in %
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CALRX vs. VRTIX commentary
Oct 06, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. CALRX (2.37B). VRTIX pays higher dividends than CALRX: VRTIX (1.20) vs CALRX (0.32). CALRX was incepted earlier than VRTIX: CALRX (7 years) vs VRTIX (15 years). CALRX (0.86) is less costly to investors than VRTIX (0.07). CALRX is a more actively managed with annual turnover of: 32.00 vs. VRTIX (12.00). CALRX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 14.02 vs. CALRX (-0.81). VRTIX return over 5 years is better than : 63.69 vs. CALRX (37.07).
| CALRX | VRTIX | CALRX / VRTIX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -2.705 | 11.417 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 12.9B | 18% |
| Annual Yield % from dividends | 0.32 | 1.20 | 27% |
| Returns for 1 year | -0.81 | 14.02 | -6% |
| Returns for 3 years | 23.18 | 41.29 | 56% |
| Returns for 5 years | 37.07 | 63.69 | 58% |
| Returns for 10 years | N/A | 128.38 | - |
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