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CMCRX vs VEMPX
CMCRX vs VEMPX Comparison
Open Charts CMCRX vs VEMPX
Calvert US Mid Cap Core Rspnb Idx R6
Price$41.34
Change-$0.63 (-1.50%)
VolumeN/A
Net Assets444.59M
Vanguard Extended Market Index InstlPlus
Price$346.96
Change-$6.01 (-1.70%)
VolumeN/A
Net Assets107.69B
CMCRX vs VEMPX Comparison Chart
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CMCRX vs. VEMPX commentary
Jun 14, 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 CMCRX is a Buy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 108B vs. CMCRX (445M). VEMPX (1.23) and CMCRX (1.20) have matching dividends . CMCRX was incepted earlier than VEMPX: CMCRX (3 years) vs VEMPX (14 years). CMCRX (0.38) is less costly to investors than VEMPX (0.04). CMCRX is a more actively managed with annual turnover of: 28.00 vs. VEMPX (11.00). CMCRX has a lower initial minimum investment than VEMPX: CMCRX (5000000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 12.28 vs. CMCRX (8.12). CMCRX return over 5 years is better than : 261.68 vs. VEMPX (66.74).
| CMCRX | VEMPX | CMCRX / VEMPX | |
| Total Expense Ratio | 0.20 | 0.04 | 500% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 950% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | -0.410 | -0.641 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 108B | 0% |
| Annual Yield % from dividends | 1.20 | 1.23 | 98% |
| Returns for 1 year | 8.12 | 12.28 | 66% |
| Returns for 3 years | 38.00 | 45.45 | 84% |
| Returns for 5 years | 261.68 | 66.74 | 392% |
| Returns for 10 years | 330.29 | 109.67 | 301% |
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