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CALRX vs VSMAX
CALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAX
CALRX vs VSMAX Comparison Chart in %
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CALRX vs. VSMAX commentary
Jul 03, 2026
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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. CALRX (1.28B). VSMAX pays higher dividends than CALRX: VSMAX (1.18) vs CALRX (0.39). CALRX was incepted earlier than VSMAX: CALRX (7 years) vs VSMAX (26 years). CALRX (0.86) is less costly to investors than VSMAX (0.05). CALRX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (17.00). 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 : 25.10 vs. CALRX (-8.33). VSMAX return over 5 years is better than : 35.60 vs. CALRX (-6.89).
| 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 | 7 years | 26 years | - |
| Gain YTD | 9.218 | 17.036 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 183B | 1% |
| Annual Yield % from dividends | 0.39 | 1.18 | 33% |
| Returns for 1 year | -8.33 | 25.10 | -33% |
| Returns for 3 years | 4.34 | 52.64 | 8% |
| Returns for 5 years | -6.89 | 35.60 | -19% |
| Returns for 10 years | N/A | 169.70 | - |
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