Ad is loading...
CALRX vs VSCPX
CALRX vs VSCPX Comparison
Open Charts CALRX vs VSCPX
Vanguard Small Cap Index InstlPlus
Price$348.55
Change+$4.08 (+1.18%)
VolumeN/A
Net Assets155.27B
CALRX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CALRX vs. VSCPX commentary
Jan 31, 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 StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. CALRX (2.76B). 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 : 20.35 vs. CALRX (17.90). VSCPX return over 5 years is better than : 56.01 vs. CALRX (39.80).
| 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 | 3.787 | 3.641 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 155B | 2% |
| Annual Yield % from dividends | 0.36 | 1.44 | 25% |
| Returns for 1 year | 17.90 | 20.35 | 88% |
| Returns for 3 years | 15.74 | 20.92 | 75% |
| Returns for 5 years | 39.80 | 56.01 | 71% |
| Returns for 10 years | N/A | 125.00 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers