Ad is loading...
CMCRX vs VEXAX
CMCRX vs VEXAX Comparison
Open Charts CMCRX vs VEXAX
Calvert US Mid Cap Core Rspnb Idx R6
Price$41.76
Change-$0.28 (-0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Admiral
Price$137.79
Change-$0.99 (-0.71%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CMCRX vs VEXAX Comparison Chart
Loading...
CMCRX vs. VEXAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 107B vs. CMCRX (471M). VEXAX pays higher dividends than CMCRX: VEXAX (1.20) vs CMCRX (1.04). CMCRX was incepted earlier than VEXAX: CMCRX (3 years) vs VEXAX (24 years). CMCRX is a more actively managed with annual turnover of: 25.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than CMCRX: VEXAX (3000) vs CMCRX (5000000). VEXAX (27.58) and CMCRX (26.56) have marching annual gain over last year. CMCRX return over 5 years is better than : 251.32 vs. VEXAX (55.70).
| CMCRX | VEXAX | CMCRX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | 12.738 | 10.685 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 107B | 0% |
| Annual Yield % from dividends | 1.04 | 1.20 | 86% |
| Returns for 1 year | 26.56 | 27.58 | 96% |
| Returns for 3 years | N/A | -0.67 | - |
| Returns for 5 years | 251.32 | 55.70 | 451% |
| Returns for 10 years | 354.48 | 125.52 | 282% |