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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$40.98
Change-$1.02 (-2.43%)
VolumeN/A
Net Assets428.1M
Vanguard Extended Market Index Instl
Price$137.34
Change-$3.77 (-2.67%)
VolumeN/A
Net Assets100.64B
CMCRX vs VIEIX Comparison Chart
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CMCRX vs. VIEIX 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 VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. CMCRX (428M). VIEIX (1.31) and CMCRX (1.27) 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. VIEIX 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. VIEIX (71.38).
| 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 | 1.180 | -1.971 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 101B | 0% |
| Annual Yield % from dividends | 1.27 | 1.31 | 97% |
| Returns for 1 year | 7.08 | 7.58 | 93% |
| Returns for 3 years | 33.32 | 35.67 | 93% |
| Returns for 5 years | 286.74 | 71.38 | 402% |
| Returns for 10 years | 331.29 | 107.09 | 309% |
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