CALRX
Price
$35.97
Change
+$0.23 (+0.64%)
Updated
Oct 3 closing price
Net Assets
2.37B
VSMAX
Price
$123.53
Change
+$0.57 (+0.46%)
Updated
Oct 3 closing price
Net Assets
161.26B
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CALRX vs VSMAX

Header iconCALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAXBanner chart's image
Calvert Small-Cap R6
Price$35.97
Change+$0.23 (+0.64%)
VolumeN/A
Net Assets2.37B
Vanguard Small Cap Index Admiral Shares
Price$123.53
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
CALRX vs VSMAX Comparison Chart in %
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VS
CALRX vs. VSMAX commentary
Oct 06, 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 VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. CALRX (2.37B). VSMAX pays higher dividends than CALRX: VSMAX (1.34) vs CALRX (0.32). 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 : 10.66 vs. CALRX (-0.81). VSMAX return over 5 years is better than : 67.19 vs. CALRX (37.07).
CALRXVSMAXCALRX / VSMAX
Total Expense Ratio0.860.051,720%
Annual Report Gross Expense Ratio0.860.051,720%
Fund Existence7 years25 years-
Gain YTD-2.7057.523-36%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.37B161B1%
Annual Yield % from dividends0.321.3424%
Returns for 1 year-0.8110.66-8%
Returns for 3 years23.1842.5854%
Returns for 5 years37.0767.1955%
Returns for 10 yearsN/A140.26-
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