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CMCRX vs VEXAX
CMCRX vs VEXAX Comparison
Open Charts CMCRX vs VEXAX
Calvert US Mid Cap Core Rspnb Idx R6
Price$40.35
Change+$0.49 (+1.23%)
VolumeN/A
Net Assets468.62M
Vanguard Extended Market Index Admiral
Price$133.75
Change+$2.27 (+1.73%)
VolumeN/A
Net Assets110.09B
CMCRX vs VEXAX Comparison Chart
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CMCRX vs. VEXAX 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 VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 110B vs. CMCRX (469M). VEXAX (1.29) and CMCRX (1.25) have matching dividends . CMCRX was incepted earlier than VEXAX: CMCRX (3 years) vs VEXAX (24 years). CMCRX (0.38) is less costly to investors than VEXAX (0.05). CMCRX is a more actively managed with annual turnover of: 28.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than CMCRX: VEXAX (3000) vs CMCRX (5000000). CMCRX annual gain was more profitable for investors over the last year : 1.77 vs. VEXAX (1.46). CMCRX return over 5 years is better than : 342.89 vs. VEXAX (110.94).
| CMCRX | VEXAX | CMCRX / VEXAX | |
| Total Expense Ratio | 0.20 | 0.05 | 400% |
| Annual Report Gross Expense Ratio | 0.38 | 0.05 | 760% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | -3.975 | -8.668 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 110B | 0% |
| Annual Yield % from dividends | 1.25 | 1.29 | 97% |
| Returns for 1 year | 1.77 | 1.46 | 121% |
| Returns for 3 years | 9.58 | 4.56 | 210% |
| Returns for 5 years | 342.89 | 110.94 | 309% |
| Returns for 10 years | 321.82 | 94.45 | 341% |
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