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CALRX vs VSCIX
CALRX vs VSCIX Comparison
Open Charts CALRX vs VSCIX
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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CALRX vs VSCIX Comparison Chart
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CALRX vs. VSCIX commentary
Sep 21, 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 Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. CALRX (2.82B). VSCIX pays higher dividends than CALRX: VSCIX (1.43) vs CALRX (0.36). CALRX was incepted earlier than VSCIX: CALRX (6 years) vs VSCIX (27 years). CALRX is a more actively managed with annual turnover of: 44.00 vs. VSCIX (12.00). CALRX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 25.54 vs. CALRX (23.58). VSCIX return over 5 years is better than : 53.46 vs. CALRX (36.12).
| CALRX | VSCIX | CALRX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 12.099 | 10.899 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 149B | 2% |
| Annual Yield % from dividends | 0.36 | 1.43 | 25% |
| Returns for 1 year | 23.58 | 25.54 | 92% |
| Returns for 3 years | 5.16 | 8.92 | 58% |
| Returns for 5 years | 36.12 | 53.46 | 68% |
| Returns for 10 years | N/A | 121.62 | - |
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