Ad is loading...
CMCRX vs VEXAX
CMCRX vs VEXAX Comparison
Open Charts CMCRX vs VEXAX
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 Admiral
Price$125.60
Change+$2.28 (+1.85%)
VolumeN/A
Net Assets101.44B
CMCRX vs VEXAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMCRX vs. VEXAX 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 VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 101B vs. CMCRX (444M). 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 : -0.82 vs. VEXAX (-2.01). CMCRX return over 5 years is better than : 263.79 vs. VEXAX (66.47).
| 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 | -9.468 | -14.336 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 101B | 0% |
| Annual Yield % from dividends | 1.25 | 1.29 | 97% |
| Returns for 1 year | -0.82 | -2.01 | 41% |
| Returns for 3 years | 9.20 | 6.61 | 139% |
| Returns for 5 years | 263.79 | 66.47 | 397% |
| Returns for 10 years | 291.15 | 80.15 | 363% |
View a ticker or compare two or three
VS
VS
Ad is loading...