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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$42.03
Change-$0.81 (-1.89%)
VolumeN/A
Net Assets479.19M
Vanguard Extended Market Index Admiral
Price$144.57
Change-$4.57 (-3.06%)
VolumeN/A
Net Assets116.7B
CMCRX vs VEXAX Comparison Chart
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CMCRX vs. VEXAX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 117B vs. CMCRX (479M). 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 annual gain was more profitable for investors over the last year : 14.31 vs. CMCRX (11.07). CMCRX return over 5 years is better than : 223.31 vs. VEXAX (47.41).
| 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 | 1.253 | 0.340 | 368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 117B | 0% |
| Annual Yield % from dividends | 1.04 | 1.20 | 86% |
| Returns for 1 year | 11.07 | 14.31 | 77% |
| Returns for 3 years | 19.39 | 21.16 | 92% |
| Returns for 5 years | 223.31 | 47.41 | 471% |
| Returns for 10 years | 333.75 | 115.96 | 288% |
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