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CALRX vs VSCPX
CALRX vs VSCPX Comparison
Open Charts CALRX vs VSCPX
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
CALRX vs VSCPX Comparison Chart
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CALRX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. CALRX (3B). VSCPX pays higher dividends than CALRX: VSCPX (1.44) vs CALRX (0.36). CALRX was incepted earlier than VSCPX: CALRX (6 years) vs VSCPX (14 years). CALRX is a more actively managed with annual turnover of: 44.00 vs. VSCPX (12.00). CALRX has a lower initial minimum investment than VSCPX: CALRX (5000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 19.60 vs. CALRX (17.62). VSCPX return over 5 years is better than : 54.01 vs. CALRX (38.87).
| CALRX | VSCPX | CALRX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 15.434 | 18.058 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 167B | 2% |
| Annual Yield % from dividends | 0.36 | 1.44 | 25% |
| Returns for 1 year | 17.62 | 19.60 | 90% |
| Returns for 3 years | 11.62 | 15.81 | 74% |
| Returns for 5 years | 38.87 | 54.01 | 72% |
| Returns for 10 years | N/A | 125.14 | - |