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CALRX vs VSCPX
CALRX vs VSCPX Comparison
Open Charts CALRX vs VSCPX
Vanguard Small Cap Index InstlPlus
Price$308.88
Change-$0.11 (-0.04%)
VolumeN/A
Net Assets139.54B
CALRX vs VSCPX Comparison Chart
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CALRX vs. VSCPX commentary
May 10, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. CALRX (2.41B). VSCPX pays higher dividends than CALRX: VSCPX (1.58) vs CALRX (0.34). CALRX was incepted earlier than VSCPX: CALRX (6 years) vs VSCPX (14 years). CALRX (0.86) is less costly to investors than VSCPX (0.03). CALRX is a more actively managed with annual turnover of: 32.00 vs. VSCPX (13.00). CALRX has a lower initial minimum investment than VSCPX: CALRX (5000000) vs VSCPX (100000000). CALRX annual gain was more profitable for investors over the last year : 1.56 vs. VSCPX (0.41). VSCPX return over 5 years is better than : 67.91 vs. CALRX (51.56).
| CALRX | VSCPX | CALRX / VSCPX | |
| Total Expense Ratio | 0.86 | 0.03 | 2,867% |
| Annual Report Gross Expense Ratio | 0.86 | 0.03 | 2,867% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -4.598 | -6.945 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 140B | 2% |
| Annual Yield % from dividends | 0.34 | 1.58 | 21% |
| Returns for 1 year | 1.56 | 0.41 | 379% |
| Returns for 3 years | 19.05 | 22.85 | 83% |
| Returns for 5 years | 51.56 | 67.91 | 76% |
| Returns for 10 years | N/A | 91.69 | - |
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