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CALRX vs VSCPX
CALRX vs VSCPX Comparison
Open Charts CALRX vs VSCPX
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
CALRX vs VSCPX Comparison Chart
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CALRX vs. VSCPX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. CALRX (2.53B). VSCPX pays higher dividends than CALRX: VSCPX (1.54) vs CALRX (0.33). 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 (12.00). 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 : 3.20 vs. VSCPX (1.20). VSCPX return over 5 years is better than : 116.00 vs. CALRX (81.50).
| 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 | -3.002 | -5.825 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.53B | 153B | 2% |
| Annual Yield % from dividends | 0.33 | 1.54 | 21% |
| Returns for 1 year | 3.20 | 1.20 | 266% |
| Returns for 3 years | 5.86 | 6.53 | 90% |
| Returns for 5 years | 81.50 | 116.00 | 70% |
| Returns for 10 years | N/A | 91.20 | - |