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CALRX vs VSCPX
CALRX vs VSCPX Comparison
Open Charts CALRX vs VSCPX
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
CALRX vs VSCPX Comparison Chart
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CALRX vs. VSCPX commentary
Nov 18, 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 StrongSell and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. CALRX (2.74B). 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 : 30.29 vs. CALRX (28.74). VSCPX return over 5 years is better than : 55.66 vs. CALRX (41.99).
| 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 | 16.053 | 15.805 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 151B | 2% |
| Annual Yield % from dividends | 0.36 | 1.44 | 25% |
| Returns for 1 year | 28.74 | 30.29 | 95% |
| Returns for 3 years | -0.88 | 4.74 | -19% |
| Returns for 5 years | 41.99 | 55.66 | 75% |
| Returns for 10 years | N/A | 123.43 | - |
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