Ad is loading...
CMCRX vs VEMPX
CMCRX vs VEMPX Comparison
Open Charts CMCRX vs VEMPX
Calvert US Mid Cap Core Rspnb Idx R6
Price$38.17
Change-$2.18 (-5.40%)
VolumeN/A
Net Assets444.34M
Vanguard Extended Market Index InstlPlus
Price$306.98
Change-$23.06 (-6.99%)
VolumeN/A
Net Assets110.09B
CMCRX vs VEMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMCRX vs. VEMPX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 110B vs. CMCRX (444M). VEMPX (1.31) and CMCRX (1.25) 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). CMCRX (2.79) and VEMPX (2.77) have marching annual gain over last year. CMCRX return over 5 years is better than : 348.33 vs. VEMPX (114.62).
| 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 | -2.795 | -7.095 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 110B | 0% |
| Annual Yield % from dividends | 1.25 | 1.31 | 96% |
| Returns for 1 year | 2.79 | 2.77 | 101% |
| Returns for 3 years | 10.52 | 5.58 | 189% |
| Returns for 5 years | 348.33 | 114.62 | 304% |
| Returns for 10 years | 323.01 | 96.78 | 334% |
View a ticker or compare two or three
VS
VS
Ad is loading...