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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$38.04
Change+$0.46 (+1.22%)
VolumeN/A
Net Assets444.34M
Vanguard Extended Market Index InstlPlus
Price$309.94
Change+$5.63 (+1.85%)
VolumeN/A
Net Assets101.44B
CMCRX vs VEMPX Comparison Chart
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CMCRX vs. VEMPX commentary
Apr 24, 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 (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 annual gain was more profitable for investors over the last year : -0.82 vs. VEMPX (-2.00). CMCRX return over 5 years is better than : 263.79 vs. VEMPX (66.52).
| 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 | -9.468 | -14.338 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 101B | 0% |
| Annual Yield % from dividends | 1.25 | 1.31 | 96% |
| Returns for 1 year | -0.82 | -2.00 | 41% |
| Returns for 3 years | 9.20 | 6.63 | 139% |
| Returns for 5 years | 263.79 | 66.52 | 397% |
| Returns for 10 years | 291.15 | 80.28 | 363% |