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CALRX vs VSMAX
CALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$115.72
Change+$0.08 (+0.07%)
VolumeN/A
Net Assets153.28B
CALRX vs VSMAX Comparison Chart in %
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VS
CALRX vs. VSMAX commentary
Aug 07, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. CALRX (2.43B). VSMAX pays higher dividends than CALRX: VSMAX (1.37) vs CALRX (0.33). CALRX was incepted earlier than VSMAX: CALRX (7 years) vs VSMAX (25 years). CALRX (0.86) is less costly to investors than VSMAX (0.05). CALRX is a more actively managed with annual turnover of: 32.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than CALRX: VSMAX (3000) vs CALRX (5000000). VSMAX annual gain was more profitable for investors over the last year : 12.72 vs. CALRX (2.42). VSMAX return over 5 years is better than : 56.32 vs. CALRX (32.38).
| CALRX | VSMAX | CALRX / VSMAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -4.652 | 0.586 | -794% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 153B | 2% |
| Annual Yield % from dividends | 0.33 | 1.37 | 24% |
| Returns for 1 year | 2.42 | 12.72 | 19% |
| Returns for 3 years | 11.39 | 24.16 | 47% |
| Returns for 5 years | 32.38 | 56.32 | 58% |
| Returns for 10 years | N/A | 111.38 | - |
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