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CMCRX vs VIEIX
CMCRX vs VIEIX Comparison
Open Charts CMCRX vs VIEIX
Calvert US Mid Cap Core Rspnb Idx R6
Price$41.51
Change-$1.49 (-3.47%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$144.88
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
CMCRX vs VIEIX Comparison Chart
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CMCRX vs. VIEIX commentary
Dec 19, 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 Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. CMCRX (495M). VIEIX pays higher dividends than CMCRX: VIEIX (1.21) vs CMCRX (1.04). CMCRX was incepted earlier than VIEIX: CMCRX (3 years) vs VIEIX (27 years). CMCRX is a more actively managed with annual turnover of: 25.00 vs. VIEIX (11.00). CMCRX (5000000) and VIEIX (5000000) have matching initial minimum investment requirements. VIEIX annual gain was more profitable for investors over the last year : 23.66 vs. CMCRX (19.19). CMCRX return over 5 years is better than : 236.52 vs. VIEIX (61.02).
| CMCRX | VIEIX | CMCRX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 27 years | - |
| Gain YTD | 17.653 | 21.817 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 120B | 0% |
| Annual Yield % from dividends | 1.04 | 1.21 | 86% |
| Returns for 1 year | 19.19 | 23.66 | 81% |
| Returns for 3 years | N/A | 12.82 | - |
| Returns for 5 years | 236.52 | 61.02 | 388% |
| Returns for 10 years | 351.20 | 137.12 | 256% |