Interact to see
Advertisement
Advertisement
CMCRX vs VEXAX
CMCRX vs VEXAX Comparison
Open Charts CMCRX vs VEXAX
Calvert US Mid Cap Core Rspnb Idx R6
Price$40.98
Change-$1.02 (-2.43%)
VolumeN/A
Net Assets428.1M
Vanguard Extended Market Index Admiral
Price$137.35
Change-$3.77 (-2.67%)
VolumeN/A
Net Assets100.64B
CMCRX vs VEXAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMCRX vs. VEXAX commentary
May 23, 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 (428M). VEXAX (1.30) and CMCRX (1.27) have matching dividends . CMCRX was incepted earlier than VEXAX: CMCRX (3 years) vs VEXAX (25 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). VEXAX annual gain was more profitable for investors over the last year : 7.58 vs. CMCRX (7.08). CMCRX return over 5 years is better than : 286.74 vs. VEXAX (71.37).
| 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 | 25 years | - |
| Gain YTD | 1.180 | -1.972 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 101B | 0% |
| Annual Yield % from dividends | 1.27 | 1.30 | 98% |
| Returns for 1 year | 7.08 | 7.58 | 93% |
| Returns for 3 years | 33.32 | 35.67 | 93% |
| Returns for 5 years | 286.74 | 71.37 | 402% |
| Returns for 10 years | 331.29 | 107.06 | 309% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement