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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$38.17
Change-$2.18 (-5.40%)
VolumeN/A
Net Assets444.34M
Vanguard Extended Market Index Instl
Price$124.40
Change-$9.34 (-6.98%)
VolumeN/A
Net Assets110.09B
CMCRX vs VIEIX Comparison Chart
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CMCRX vs. VIEIX commentary
Apr 04, 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 110B vs. CMCRX (444M). VIEIX (1.30) and CMCRX (1.25) have matching dividends . CMCRX was incepted earlier than VIEIX: CMCRX (3 years) vs VIEIX (28 years). CMCRX (0.38) is less costly to investors than VIEIX (0.05). CMCRX is a more actively managed with annual turnover of: 28.00 vs. VIEIX (11.00). CMCRX (5000000) and VIEIX (5000000) have matching initial minimum investment requirements. CMCRX (2.79) and VIEIX (2.78) have marching annual gain over last year. CMCRX return over 5 years is better than : 348.33 vs. VIEIX (114.58).
| CMCRX | VIEIX | CMCRX / VIEIX | |
| Total Expense Ratio | 0.20 | 0.05 | 400% |
| Annual Report Gross Expense Ratio | 0.38 | 0.05 | 760% |
| Fund Existence | 3 years | 28 years | - |
| Gain YTD | -2.795 | -7.091 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 110B | 0% |
| Annual Yield % from dividends | 1.25 | 1.30 | 96% |
| Returns for 1 year | 2.79 | 2.78 | 101% |
| Returns for 3 years | 10.52 | 5.57 | 189% |
| Returns for 5 years | 348.33 | 114.58 | 304% |
| Returns for 10 years | 323.01 | 96.69 | 334% |