CALRX
Price
$33.28
Change
-$0.08 (-0.24%)
Updated
Nov 19 closing price
Net Assets
2.22B
VSMAX
Price
$117.71
Change
+$0.02 (+0.02%)
Updated
Nov 19 closing price
Net Assets
161.58B
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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$33.28
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets2.22B
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
CALRX vs VSMAX Comparison Chart in %
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VS
CALRX vs. VSMAX commentary
Nov 20, 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 Hold and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CALRX (2.22B). VSMAX pays higher dividends than CALRX: VSMAX (1.34) vs CALRX (0.33). 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 : -0.84 vs. CALRX (-13.83). VSMAX return over 5 years is better than : 39.47 vs. CALRX (13.74).
CALRXVSMAXCALRX / VSMAX
Total Expense Ratio0.860.051,720%
Annual Report Gross Expense Ratio0.860.051,720%
Fund Existence7 years25 years-
Gain YTD-9.7652.440-400%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.22B162B1%
Annual Yield % from dividends0.331.3425%
Returns for 1 year-13.83-0.841,655%
Returns for 3 years7.9530.0926%
Returns for 5 years13.7439.4735%
Returns for 10 yearsN/A122.69-
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