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CALRX vs VSMAX
CALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
CALRX vs VSMAX Comparison Chart
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VS
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CALRX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. CALRX (3B). 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 : 19.58 vs. CALRX (17.62). VSMAX return over 5 years is better than : 53.97 vs. CALRX (38.87).
| 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 | 15.434 | 18.049 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 167B | 2% |
| Annual Yield % from dividends | 0.36 | 1.42 | 26% |
| Returns for 1 year | 17.62 | 19.58 | 90% |
| Returns for 3 years | 11.62 | 15.80 | 74% |
| Returns for 5 years | 38.87 | 53.97 | 72% |
| Returns for 10 years | N/A | 125.00 | - |