CALRX
Price
$33.28
Change
-$0.08 (-0.24%)
Updated
Nov 19 closing price
Net Assets
2.22B
VRTIX
Price
$360.95
Change
-$0.14 (-0.04%)
Updated
Nov 19 closing price
Net Assets
13.89B
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CALRX vs VRTIX

Header iconCALRX vs VRTIX Comparison
Open Charts CALRX vs VRTIXBanner chart's image
Calvert Small-Cap R6
Price$33.28
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets2.22B
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
CALRX vs VRTIX Comparison Chart in %
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CALRX vs. VRTIX commentary
Nov 20, 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 VRTIX is a Hold.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. CALRX (2.22B). VRTIX pays higher dividends than CALRX: VRTIX (1.18) vs CALRX (0.33). 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 : 1.42 vs. CALRX (-13.83). VRTIX return over 5 years is better than : 33.82 vs. CALRX (13.74).
CALRXVRTIXCALRX / VRTIX
Total Expense Ratio0.860.071,229%
Annual Report Gross Expense Ratio0.860.071,229%
Fund Existence7 years15 years-
Gain YTD-9.7655.822-168%
Front LoadN/AN/A-
Min. Initial Investment50000005000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.22B13.9B16%
Annual Yield % from dividends0.331.1828%
Returns for 1 year-13.831.42-976%
Returns for 3 years7.9528.5928%
Returns for 5 years13.7433.8241%
Returns for 10 yearsN/A108.92-
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