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CALRX vs VSMAX
CALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
CALRX vs VSMAX Comparison Chart
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CALRX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. CALRX (2.76B). 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 : 20.35 vs. CALRX (17.90). VSMAX return over 5 years is better than : 55.98 vs. CALRX (39.80).
| 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 | 3.787 | 3.638 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 155B | 2% |
| Annual Yield % from dividends | 0.36 | 1.42 | 26% |
| Returns for 1 year | 17.90 | 20.35 | 88% |
| Returns for 3 years | 15.74 | 20.91 | 75% |
| Returns for 5 years | 39.80 | 55.98 | 71% |
| Returns for 10 years | N/A | 124.89 | - |
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