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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$42.74
Change+$0.17 (+0.40%)
VolumeN/A
Net Assets454.25M
Vanguard Extended Market Index InstlPlus
Price$369.73
Change+$2.48 (+0.68%)
VolumeN/A
Net Assets111.13B
CMCRX vs VEMPX Comparison Chart
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CMCRX vs. VEMPX commentary
Jan 19, 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: 111B vs. CMCRX (454M). 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 : 24.95 vs. CMCRX (18.95). CMCRX return over 5 years is better than : 223.79 vs. VEMPX (54.69).
| 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 | 2.963 | 3.988 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 111B | 0% |
| Annual Yield % from dividends | 1.04 | 1.22 | 85% |
| Returns for 1 year | 18.95 | 24.95 | 76% |
| Returns for 3 years | N/A | 18.29 | - |
| Returns for 5 years | 223.79 | 54.69 | 409% |
| Returns for 10 years | 365.50 | 138.78 | 263% |