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CALRX vs VSMAX
CALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
CALRX vs VSMAX Comparison Chart
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CALRX vs. VSMAX commentary
May 10, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. CALRX (2.41B). VSMAX pays higher dividends than CALRX: VSMAX (1.56) vs CALRX (0.34). CALRX was incepted earlier than VSMAX: CALRX (6 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). CALRX annual gain was more profitable for investors over the last year : 1.56 vs. VSMAX (0.40). VSMAX return over 5 years is better than : 67.86 vs. CALRX (51.56).
| 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 | 6 years | 25 years | - |
| Gain YTD | -4.598 | -6.954 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 140B | 2% |
| Annual Yield % from dividends | 0.34 | 1.56 | 22% |
| Returns for 1 year | 1.56 | 0.40 | 389% |
| Returns for 3 years | 19.05 | 22.82 | 83% |
| Returns for 5 years | 51.56 | 67.86 | 76% |
| Returns for 10 years | N/A | 91.60 | - |
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