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CALRX vs VSMAX
CALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAX
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
CALRX vs VSMAX Comparison Chart
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VS
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CALRX vs. VSMAX commentary
Nov 18, 2024
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 StrongSell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. CALRX (2.74B). VSMAX pays higher dividends than CALRX: VSMAX (1.42) vs CALRX (0.36). CALRX was incepted earlier than VSMAX: CALRX (6 years) vs VSMAX (24 years). CALRX is a more actively managed with annual turnover of: 44.00 vs. VSMAX (12.00). 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 : 30.28 vs. CALRX (28.74). VSMAX return over 5 years is better than : 55.62 vs. CALRX (41.99).
| CALRX | VSMAX | CALRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 16.053 | 15.803 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 151B | 2% |
| Annual Yield % from dividends | 0.36 | 1.42 | 26% |
| Returns for 1 year | 28.74 | 30.28 | 95% |
| Returns for 3 years | -0.88 | 4.74 | -19% |
| Returns for 5 years | 41.99 | 55.62 | 75% |
| Returns for 10 years | N/A | 123.30 | - |