CALRX
Price
$35.88
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
2.5B
VSMAX
Price
$110.38
Change
-$0.17 (-0.15%)
Updated
Jun 5 closing price
Net Assets
147.56B
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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$35.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.5B
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
CALRX vs VSMAX Comparison Chart
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VS
CALRX vs. VSMAX commentary
Jun 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. CALRX (2.5B). VSMAX pays higher dividends than CALRX: VSMAX (1.48) vs CALRX (0.32). 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 : 5.28 vs. VSMAX (4.90). VSMAX return over 5 years is better than : 52.62 vs. CALRX (36.78).
CALRXVSMAXCALRX / VSMAX
Total Expense Ratio0.860.051,720%
Annual Report Gross Expense Ratio0.860.051,720%
Fund Existence6 years25 years-
Gain YTD-2.948-3.91275%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B148B2%
Annual Yield % from dividends0.321.4822%
Returns for 1 year5.284.90108%
Returns for 3 years14.7818.3481%
Returns for 5 years36.7852.6270%
Returns for 10 yearsN/A96.38-
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