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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$42.03
Change-$0.81 (-1.89%)
VolumeN/A
Net Assets479.19M
Vanguard Extended Market Index InstlPlus
Price$356.76
Change-$11.27 (-3.06%)
VolumeN/A
Net Assets116.7B
CMCRX vs VEMPX Comparison Chart
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CMCRX vs. VEMPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 117B vs. CMCRX (479M). VEMPX pays higher dividends than CMCRX: VEMPX (1.22) vs CMCRX (1.04). CMCRX was incepted earlier than VEMPX: CMCRX (3 years) vs VEMPX (14 years). CMCRX is a more actively managed with annual turnover of: 25.00 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 : 14.32 vs. CMCRX (11.07). CMCRX return over 5 years is better than : 223.31 vs. VEMPX (47.45).
| CMCRX | VEMPX | CMCRX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 1.253 | 0.340 | 368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 117B | 0% |
| Annual Yield % from dividends | 1.04 | 1.22 | 85% |
| Returns for 1 year | 11.07 | 14.32 | 77% |
| Returns for 3 years | 19.39 | 21.18 | 92% |
| Returns for 5 years | 223.31 | 47.45 | 471% |
| Returns for 10 years | 333.75 | 116.12 | 287% |