CALRX
Price
$36.22
Change
+$0.45 (+1.26%)
Updated
Jun 26 closing price
Net Assets
2.5B
VSMAX
Price
$113.58
Change
+$1.56 (+1.39%)
Updated
Jun 26 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$36.22
Change+$0.45 (+1.26%)
VolumeN/A
Net Assets2.5B
Vanguard Small Cap Index Admiral Shares
Price$113.58
Change+$1.56 (+1.39%)
VolumeN/A
Net Assets147.56B
CALRX vs VSMAX Comparison Chart in %
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VS
CALRX vs. VSMAX commentary
Jun 27, 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.

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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). VSMAX annual gain was more profitable for investors over the last year : 7.98 vs. CALRX (5.98). VSMAX return over 5 years is better than : 68.70 vs. CALRX (50.39).
CALRXVSMAXCALRX / VSMAX
Total Expense Ratio0.860.051,720%
Annual Report Gross Expense Ratio0.860.051,720%
Fund Existence6 years25 years-
Gain YTD-3.246-2.635123%
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 year5.987.9875%
Returns for 3 years20.3029.4069%
Returns for 5 years50.3968.7073%
Returns for 10 yearsN/A101.09-
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