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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$40.98
Change-$1.02 (-2.43%)
VolumeN/A
Net Assets428.1M
Vanguard Extended Market Index InstlPlus
Price$338.94
Change-$9.30 (-2.67%)
VolumeN/A
Net Assets100.64B
CMCRX vs VEMPX Comparison Chart
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CMCRX vs. VEMPX commentary
May 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. CMCRX (428M). VEMPX (1.32) and CMCRX (1.27) 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 : 7.58 vs. CMCRX (7.08). CMCRX return over 5 years is better than : 286.74 vs. VEMPX (71.41).
| 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 | 1.180 | -1.972 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 101B | 0% |
| Annual Yield % from dividends | 1.27 | 1.32 | 96% |
| Returns for 1 year | 7.08 | 7.58 | 93% |
| Returns for 3 years | 33.32 | 35.68 | 93% |
| Returns for 5 years | 286.74 | 71.41 | 402% |
| Returns for 10 years | 331.29 | 107.20 | 309% |
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